HomeMy WebLinkAbout11-13-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
r n ~~[~ MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T ~',.~~ ~_~ ~ ~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ -r-.~ r-, r b ~~~ UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ( -, .il,~:J REV-1547 EX AFP C09-12)
HARRISBURG PA 17128-0601
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BENJAMIN J ~?~~,I_r~~'~~,J moo,, Pry
STE 101
1007 MUMMA RD
LEMOYNE PA 17043-1183
DATE 11-05-2012
ESTATE OF SANTORO FRANK D
DATE OF DEATH 01-15-2012
FILE NUMBER 21 12-0109
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-04-2013
(See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SANTORO FRANK DFILE N0.:21 12-0109 ACN: 101 DATE. 11_n~_7ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c1) .00
C2) 5, 970 .89
C3) .00
c4) .00
c5) 2, 243.34
c6) .00
c7) 26,793.90
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) _ 35, 008. ~
C9) _ 16 .830 .47
clo)- 6.993.48
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
cll) 23,823.95
C12) 11,184.18
c13) - . DO
c14) - 11,184.18
NOTE: If an assesswent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date
ASSESSMENT OF TAX: .
15. Amount of Line 14 at spousal rate (15) .0 0 X 0 0 = .00
16. Amount of line 14 taxable at lineal rate C16) 1 1 . 1 R4 1 R X 045 = 503.29
17. Amount of Line 14 at sibling rate (17) n0 X 12 =
18 .00
. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .00
19. Principal Tax Due
TAX CREDITS: c19)= 503.29
PAYMENT RECEIPT DISCOUNT (+)
DATE
07-30-2012 NUMBER
CD016329 INTEREST/PEN PAID (-)
.00 AMOUNT PAID
503.29
TOTAL TAX PAYMENT 503.29
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.