HomeMy WebLinkAbout10-15-13 NOTICE OF INHERITANCE TAX T
pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION) Ar��;r; r� OF CDEDUCTIONS AND ASSESSMENT OF TAX
PD BOX 280601 RECORDED '!M CE G O F REV-1547 EX AFP (03-13)
HARRISBURG PA 17128-0601
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DATE 10-14-2013
{G i i ESTATE OF PONZANI ELEANOR G
DATE OF DEATH 04-11-2013
Cw,� FILE NUMBER 21 13-0616
B A R I C E S Q DAV"I"D Ui COUNTY CUMBERLAND
ACN 201
19 W SOUTCtLNT3ERLA ND CO., PA APPEAL DATE: 12-13-2013
CARLISLE PA 17013-3445 (See reverse side under Objections)
Amount Remitted -- - --�
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION-FOR-YOUR-RECORDS !--
REY-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: PONZANI ELEANOR GFILE NO. :21 13-0616 ACN: 101 DATE: 10-14-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 90,384.87 credit to your account,
S. Closely Held Stock/Partnership Interact (Schedule C} f3) .00 submit the upper portion of this form with Your
4, Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 25,329.50
7. Transfers (Schedule G) (7) 117,499.00
8. Total Assets (B) 233.213.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)- 20,642.17
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
ll. Total Deductions (11) 20,642.17
12. Net Value of Tax Return (12) 212,571.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 212.571 .20
NOTE: If an assessment was issued ProviouslY, 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) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) 07.671 .20 X 045 = 9,565.70
17. Amount of Line 14 at sibling rate (17) . nn X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due <19)= 9,565.70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2013 CDO17747 457.74 8,697.00
07-30-2013 CDO17956 .00 433.85
TOTAL TAX PAYMENT _ 9,588.59
BALANCE OF TAX DUE 22.89CR
INTEREST AND PEN. .00
TOTAL DUE 22.89CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST, A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. Ob