HomeMy WebLinkAbout02-22-13
NOTICE OF IN HERITANCE TAX ~ pE'1111SJ/~Va111a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES - pF ~ITEDttCTiON~ AND
ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601 ~~~~~~~~ ~~~~~~ ~~
HARRISBURG PA 17128-0601
~E~s~~~~~ (~~ ~'~~~ ~.S DATE 02-18-2013
ESTATE OF PINTI ELEANA P
C~i~ F~U ~~ ~~ ~L ~;~ DATE OF DEATH 03-03-2012
FILE NUMBER 21 12-0314
~~ COUNTY CUMBERLAND
ELIZABETH B P
'
~~
ACN
(~~~
~
FL 6 APPEAL DATE: 04-1 9-2013
17 S 2ND S TC ~ ~ ~ F ~ ~ ~ ~ ~ ~?
'
~ (See reverse side under Objections )
,,
,
HARRISBURG PA 17101-2053 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- ~ -- -----------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PINTI ELEANA PFILE N0 .:21 12-0314 ACN: 101 DATE: 02-18-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 Q NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 106,208.00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 270,891.00
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 17,488.00
s. Total Assets C8) 394,587.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3 9,5 54.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,3 51.0 0
11. Total Deductions C11) 46,905.00
12. Net Value of Tax Return C12) 347,682.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 347, 682.00
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -~ ~ x 0 4 5 = .0 0
17. Amount of Line 14 at sibling rate C17) 94 , 822 . OD X 12 = 11 , 379.00
18. Amount of Line 14 taxable at collateral rate C18) 252,860.00 X 15 = 37,928.00
19. Principal Tax Due C19)= 49,307.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-30-2012 CD016044 2,465.35 47,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 49,465.35
BALANCE OF TAX DUE 158.35CR
INTEREST AND PEN. .00
TOTAL DUE 158.35CR
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.