HomeMy WebLinkAbout11-30-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION RECORDED REV-1547 EX AFP C09-12)
PO BOX 280601 OFFICE OF
HARRISBURG PA 17128-0601 R G bIS l
R ER OF FILLS
Z~~~? I~~DU 30 R(~ 11 y0
CLERx of
INDA ANDREOLI FANELLQRPHANS' COQR~I-
1060 WINDSOR RD CU.MBERLANO CO,, pA
MECHANICSBURG PA 17050-6600
DATE 12-03-2012
ESTATE OF ANDREOLI ARID
DATE OF DEATH 12-04-2011
FILE NUMBER 21 11-1342
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2013
(See reverse side under Objections)
A^ount Re^itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ANDREOLI ARID FILE N0.:21 11-1342 ACN: 101 DATE: I7-n~_~ni~
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 228,200
00
. NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 128,553.00 credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
00 of this form with your
~4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 406,338.00
6. Jointly Owned Property (Schedule F) (6) 45,915.00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
(8) 809,006.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 39.12 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (lp) 18.41_3.00
11. Total Deductions C11) 57,533.00
12. Net Value of Tax Return 751
473
00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) ,
.
0 0
14. Net Value of Estate Subject to Tax (13) .
751
473
00
(14) ,
.
NOTE: If an assess^ent 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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) 7~I •G7; DD X 045 = 33,816.00
17. Amount of Line 14 at sibling rate (17) -~0 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due
TAX CREDITS c19)= 33,816.00
:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-06-2012 CD015555 1,500.00 28
500
00
08-31-2012 CD016451 .00 ,
.
3,891.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 33,891.00
BALANCE OF TAX DUE 75.000R
INTEREST AND PEN. .00
TOTAL DUE 75.000R
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE (~-~
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~