HomeMy WebLinkAbout07-21-14 NOTICE OF INHERITANCE TAX -`] pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INNER STANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-8601
DATE 07-21-2014
ESTATE OF RICCIO ANGELO H
DATE OF DEATH 03-22-2013
FILE NUMBER 21 13-0419
COUNTY CUMBERLAND
DECKER ROSEMARY E ACN 101
1582 WINFIELD DR APPEAL DATE: 09-19-2014
DOWNINGTOWN PA 19335-3538 (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 N
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REV-1547 EX AFP f08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RICCIO ANGELO HFILE N0. :21 13-0419 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 185,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 111,002.34 credit to your account,
00 submit the upper portion
3. Closely Held Stack/Partnership Interest (Schedule C) (3) . 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) 10,881 .80
6. Jointly Owned Property (Schedule F) (6) 24,603.47
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) ��331,487,61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 36,688.97
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,658.42
11. Total Deductions (11) 38,347.39
12. Net Value of Tax Return (12) 293,140.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 293,140.22
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) .00 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) 9R3.140 -29 X 045 = 12,741 .31
17. Amount of Line 14 at sibling rate (17) .On X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) 10,000.00 x 15 = LP500.00
19. Principal Tax Due 14:;_241 .3Y
TAX CREDITS: t1
PAYMENT RECEIPT DISCOUNT (+) '(7
C:
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C C'.
_-'
04- 9-2013 CDC17526 712.07 14,700,00
TOTAL TAX PAYMENT _ 19s412.07
BALANCE OF TAX DUE 1,170.76CR
INTEREST AND PEN. . 00
TOTAL DUE 1,170.76CR
• 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.