HomeMy WebLinkAbout03-27-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~~PPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-27-2006
CASSARO
06-09-2004
21 06-0082
CUMBERLAND
101
APPEAL DATE: 05-26-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP-ioi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANGELO P FILE NO. 21 06-0082 ACN 101 DATE 03-27-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUALPf~$"'T:
INHERITANCE TAX DIVISION ,__.J
PO BOX Z80601
HARRISBURG PA 171Z8-0601
Q. t::3
_i" ~
Or-,\),. .'.t.~ii.'-."""
t';;--'r"/.\i\f "
JAMES D ~~Eft'Jk\J
SAIDIS ETAl'-
26 W HIGH ST
CARLISLE
PA 17013
ESTATE OF
CASSARO
*'
REV-1547 EX AFP (06-05)
ANGEL 0
P
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
35.750.40
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdM. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 at Sibling rate (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CRE
NOTE:
INTEREST/PEN PAID (-)
DATE
NUMBER
INTEREST IS CHARGED THROUGH 04-11-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(9)
(10)
15.875.86
NOTE: To insure proper
credit to your account.
subMit the upper portion
of this forM with your
tax paYMent.
35.750.40
15.875 86
19.874.54
.00
19.874.54
00 =
045 =
12 =
15 =
.00
.00
2.384.94
.00
2.384.94
.00
(11)
(12)
(13)
(14)
.00 X
.00 X
19.874.54 X
.00 X
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
.00
2.384.94
143.29
2.528.23
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $I. NO PAYMENT IS REQUIRED.'--
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~
. D",,"..n "'''I: DI:lI1:D...1: ...Tn.. n.. TNT!':. ..nRM "OR TNSTRUCTTONS,l
REV.1470 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Angelo P. Cassaro 2106-0082
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F Jointly-Owned Accounts are taxable outright to the beneficiary before determining
residue.
ROW
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