HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 r
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�������� (�� 5;���,.�S DATE 03-25-2013
ESTATE OF PEDATI JOHN R
�,���� ��� �*S (�� � �� DATE OF DEATH 04-23-2012
� � �" FILE NUMBER 21 12-0576
LINDA J OLSEN ESQ C�..��� �� COUNTY CUMBERLAND
STE Zo2 RPHANS' CO�RT ACN 101
Q APPEAL DATE: 05-24-2013
2 0 0 0 L I N G L E S T OW N �������A�� C�,, �� (See reverse side under Objections)
HARRISBURG 110-9347 Ao�ount 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 C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PEDATI J�HN RFILE N0. :21 12-0576 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A? C1) •�0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) �2� 3,0 9 6.32 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4� •�0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 6 2,7 b 9.7 2
6. Jointly Owned Property (Schedule F) C6� 219,490.27
7. Transfers CSchedule G) ��� 1,012,825.07
8. Total Assets cs) 1 .298,181.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 21,0 6 9.7 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) �lp� 44,923.94
11. Total Deductions C11) b5,993.b6
12. Net Value of Tax Return �12� 1,232,187.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13? .0 0
14. Net Value of Estate Subject to Tax C14� 1,232,187.72
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 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16) � •�;7•��7-77 X 045 = 55,448.45
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 = .0 0
19. Principal Tax Due C19�= 55,448.45
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-13-2012 CD016263 2,736.84 52,000.00
01-23-2013 CD017085 .00 711.61
TUTAL TAX PAYMENT 55,448.45
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 FOR INSTRUCTIONS.