HomeMy WebLinkAbout10-30-09 COMMONWEALTH OF PENNSYLVANIA
, DEPARTMENT OF REVENUE
`r�j � '� NOTI�E OF INHERITANCE TAX
BUREAU �F INDIVIDUAL TAXES - ppp���-SEMENT., _ALLOWANCE OR DISALLOWANCE
INHERITNCE TAX DIVISION - - �,OF`DEDUCTIONS AND ASSESSMENT OF TAX
PO BOYZS0601 ` "`
HARR.SBURG PA 17128-0601 REV-1547 EX AFP (01-09)
�r�� �'�'�' �;� �i`; ��' L�� DATE 10-26-2009
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ESTATE OF PETRO ALBERT J
�� - , � � DATE OF DEATH 08-11-2008
� -- FILE NUMBER 21 08-0851
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� J- COUNTY CUMBERLAND
R MARK THOMAS ESQ � � ACN 101
101 S MARKET ST APPEAL DATE: 12-25-2009
MECHANICSBURG PA 17055 (SeereversesideunderObjections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP CO1-09� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETRO ALBERT J FILE N0. 21 08-0851 ACN 101 DATE 10-26-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 150,000.00 NOTE: To insure proper
2. Stocks and Bonds CSchedule B) �2� ,pQ credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,880.84
6. Jointly Owned Property CSchedule F) �6� 1��222•82
7. Transfers CSchedule G) (7) .0 0
8. Total Assets �g� 177�103.66
APPROVED DEDUCTIONS AND EXEMPTIONS: 34,174.81
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9)
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 1 .470.73
11. Total Deductions �11) ;�+.6 �+_�+4
12. Net Value of Tax Return �12� 141,458.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2,130.00
14. Net Value of Estate Subject to Tax �ly� 139,328.12
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi9ures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate C15� •00 X 00 _ .0�
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 139,328.12 X 045 = 6,269.77
17. Amount of Line 14 at Sibling rate (17) •�� X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due �lg�= 6,269.77
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-10-2008 CD010512 289.47 5,500.00
05-11-2009 CD011217 .00 396.95
INTEREST IS CHARGED THROUGH 11-10-2009 TOTAL TAX CREDIT 6,186.42
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 83.35
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.09
TOTAL DUE 85.44
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT^ (CR), YOU MAY BE DIITc"�
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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RFV-1470 E%�,�_.
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INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Petro, Albert J. 2108-0851
REVIEWED BY ACN
Justin R. Gilmore ���
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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