HomeMy WebLinkAbout02-06-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL rAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
RECORCED OFFICE OF`
REGISTER OF lidILLS
'~13 EEB 6 P~1 I `~3
ROGER B IRWIN RK (fir
IRWIN 8. MCKN ~~. COURT
60 W POMFREQ jj~,
CARLISLE CUMBERb~1NfJi~.~'2~3
~`~ ". pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-12)
DATE 01-29-2013
ESTATE OF DELLOIACONO JOHN G
DATE OF DEATH 04-07-2012
FILE NUMBER 21 12-0522
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2013
( See reverse side under Objections
Amount Remitted
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 E-
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REV-1547 EX AFP C12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DELLOIACONO JOHN GFILE N0.:21 12-0522 ACN: 1n1 nerF~ n,_~o_~n,z
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 179, 000.00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3] .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) 9 00.00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,755.0 5
6. Jointly Owned Property (Schedule F) C6) 20,750.48
7. Transfers (Schedule G) C7) 196,393.77
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 402.799.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) tq) _ 6 5.7 tit-74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.0 02.7 0
11. Total Deductions (11) 68,754.44
12• Net Value of Tax Return C12) 334, 044.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 334 , 044.86
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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] .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 334. (144.86 x 045 = 15, 032.02
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 x 15 = ,0 0
19. Principal Tax Due (19)= 15, 032.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-13-2012 CD016773 .00 15,032.02
TOTAL TAX PAYMENT 15,032.02
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.