HomeMy WebLinkAbout02-06-13
NOTICE OF ~'.:
INHERITANCE TAX ~°:F ~ ~:T~ pennsyLvan~a
APPRAISEMENT, AL LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
OF DEDUCTIONS DEPARTMENT OF REVENUE
AND ASSESSMENT OF TAX
INHERITANCE TAX Drv1S1oN
- --- - REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
RECDR~?Et} OFFICE OF
RECISTER 0~ ~~!~~
$ DATE 02-04-2013
. ESTATE OF POLILLO ROSEMARIE A
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~3 ~E8 ~ F DATE OF DEATH 12-18-2010
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COUNTY CUMBERLAND
SHARON L WAMSLEY (,L~~I( (~~ ACN 101
31 LAUREL DR 0 R FNA ~
M E C H A N I C S B U R G
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(See reverse side under Objections
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Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE----_ ~ -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS H
_ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: POLILLO ROSEMARIE AFILE N0.:21 11-0022 ACN: 101 DATE: 02-04-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Sche .0 0 submit the upper portion
dule C) C3)
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) C5) .0 D
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 6, 179.67
8. Total Assets (8) 6.179.67
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (S chedule H) (g) 415.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ .00
11. Total Deductions C11) 415.00
12. Net Value of Tax Return (12) 5,764.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 92,900.32
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 (15) .0 0 X 00 - .0 0
16. Amount of Line 14 taxable at lineal rate (16) 99.9nn-39 X 045 = 4,180.51
17. Amount of Line 14 at sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .00
19. Principal Taz Due (19)= 4, 180.51
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-04-2012 CD015419 .00 3,955.82
05-29-2012 SBADJUST .00 .O1
10-03-2012 CD016589 42.05- 267.54
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 4,181.32
BALANCE OF TAX DUE .81CR
INTEREST AND PEN. .00
TOTAL DUE .81CR
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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