HomeMy WebLinkAbout11-26-12NOTICE OF INHERITANCE TAX
r.~~ r `AP1~F~AT3~N~EN~-, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES , OF DE,I?`lfG~;tONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r ~
PO BOX 280601 .L ,_ _.~. ,
HARRISBURG PA 17128-0601
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COHICK AND ASSO(~I#.A`~~S'"-;~,,'''.(_J i,,_.:.. ;.
390 ALEXANDER SPRING RD
CARLISLE PA 17015-9129
tl) .00
t2) .00
t3) .00
t4) .00
t5) 6,900.45
t6) 31,754.00
t7) .00
CUT ALONG 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: BONGIORNI EDWARD FILE N0.:21 12-0865 ACN: ini nerF~ ii-~n_~ni~
TAX RETURN WAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule 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 tSchedule E)
6. Jointly Owned Property tSchedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
`. ' pennsylvania
,~= DEPARTMENT OF REVENUE
_..._
REV-1547 EX AFP (09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) 38 , 654.45
t9) 3,523.71
tlo) 28,664.75
11 . Total Deductions tll) 32, 188.46
12. Net Value of Tax Return t12) 6,465.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) .0 0
14. Net Value of Estate Subject to Tax 6
465
99
t14) - ,
.
NOTE: If an assessment 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 t15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate t16) -~ ~ x 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate C17) 6,46.99 X 12 = 775.92
18. Amount of Line 14 taxable at collateral rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 775.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
08-08-2012 CD016364 1.08- 777,12
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 11-20-2012
ESTATE OF BONGIORNI EDWARD
DATE OF DEATH 10-22-2011
FILE NUMBER 21 12-0865
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2013
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 776.04
BALANCE OF TAX DUE .12CR
INTEREST AND PEN. .00
TOTAL DUE .12CR
IF TOTAL DUE IS REFLECTED AS A CREDIT tCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. At