HomeMy WebLinkAbout08-26-15 REQtW+R _') Q'F=FI F0ifI'ANCE TAX , pennsyLvania
APPR MENET-r) ALLQW, MC,E OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF ��1`CtIONS''AN1Y ESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PD BOX 280601 015 AUG 26 FM 3 02
HARRISBURG PA 17128-0601
DATE 08-24-2015
CLF <<\' OF ESTATE OF URANI LORETTA M
ORPHAN-)' COU�- I DATE OF DEATH 06-12-2013
CUMBERLAND Cid FfILE NUMBER 21 13-0761
bUNTY CUMBERLAND
GIORDANO MICHAEL C ACN 101
221 W MAIN ST APPEAL DATE: 10-23-2015
MECHANICSBURG PA 17055-6226 (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 -1 -RETAIN-LOWER PORTION-FOR-YOUR RECORDS- � -------------------
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REV-1547 EX AFP (11:14 )-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: URANI LORETTA MFILE NO. :21 13-0761 ACN: 101 DATE: 08-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 37,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,518.64
6. Jointly Owned Property (Schedule F) (6) 18,070.90
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 57,089.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31 ,665.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,575.51
11. Total Deductions (11) 37,241 .21
12. Net Value of Tax Return (12) 19,848.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 19,848.33
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) 1 9.R4R_A9 X 045 = 893. 17
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 893. 17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-11-2014 CDO18891 .00 975.00
TOTAL TAX PAYMENT 975.00
BALANCE OF TAX DUE 81.83CR
INTEREST AND PEN. .00
TOTAL DUE 81.83CR
* 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. ,\