HomeMy WebLinkAbout05-01-07
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WILLIAM R. BUNT
ATTORNEY AT LAW
109 SOUTH CARLISLE STREET
P. O. Box 336
NEW BLOOMFIELD, PA 17068.0336
TEL (717) 582-8195 WIllIAM R. BUNT, ESQ.
FAX (717) 582-7521 CHRYSTAL L. PROSSER, ESQ.
Apri/27, 2007
SENT VIA FAX ONLY
Commonwealth of Pennsylvania
Department of Revenue
Bureau of Individual Taxes
Inheritance Tax Division
Attn: Laurel Fulmer
Re: Estate of Adolph S. Acri, Jr.
21-06:-0513
Dear Ms. Fulmer:
I am enclosing herein a copy of the Notice of Inheritance Tax Appraisement with regard
to the above referenced estate and also a copy of the coversheet of the Inheritance Tax
Retum filed for the same. As you will note, the Notice of Inheritance Tax Appraisement
indicates that the same Was accepted as filed. However, it indicates that tax is due and
Owing which I believe is incorrect.
In reviewing the Notice of Inheritance Tax Appraisement, I discovered that an error was
made on line 9 of the same. It lists the funeral expenses as $5,990.41 when in fact they
are listed in the Inheritance Tax Return as $59,990.41. I am requesting that said error
be corrected and that I be provided with a new Notice of Inheritance Tax Appraisement
without the requirement of formally appealing the same.
Enc.
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Cc: Anita M. Acri
Register of Wills of Cumberland County ~
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DATE 04-23-2007
ESTATE OF ACRI JR ADOLPH S
DATE OF DEATH 05-28-2006
FILE NUMBER 21 06-0513
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2007
( See reverse side under Ohjections)
Amount Re.Itted[ J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~P~~_!~]~-~]~g------~---~gr~]~_~p~g~_~~~r!~~_f~~_!~~~_~g~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ACRI JR ADOLPH S FILE NO. 21 06-0513 ACN 101 DATE 04-23-2007
,}
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
WILLIAM R BUNT
W R BUNT LAW O~FICE
PO BOX 336
NEW BLOOMFIELD PA 17068
*
REV-1547 EX AFP (06-05)
If .n ........nt w.. l"..d pr.vlo.'lY, 11n.. 14, 15 .nd/or 16, 17, 18 .nd 1. wl11
reflect fIgures that Include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at COllateral/Class B rate
19. Principal Tax Due
C
A
DATE
08-04-2006
01-25-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RES~RYATION CONCERNING.. fUTURE .INTERES_T_~SEEREYERS~
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
CHANGED
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
152,000.00
.00
.00
.00
159,978.74
.00
119,301.82
(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
(9)
(10)
5,990.41
22,047.54
(11)
Cl2)
(13)
Cl4)
NOTE:
(15)
(16)
Cl7)
Cl8)
X DO
X 045 =
X 12 =
X 15 =
.00
403,242.61
.00
.00
C
NUMBER
CD007060
CD007749
+
PAID (-)
631.58
.00
INTEREST/PEN
AMOUNT PAID
12,000.00
3,084.34
INTEREST IS CHARGED THROUGH 05-08-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYment.
431,280.56
?R.n~7.9'1
403,242.61
.00
403,242.61
Cl9)=
.00
18,145.91
.00
.00
18,145.91
15,715.92
2,429.99
36.72
2,466.71
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A PI"I"IINn. "II"I" PI"VI"P"II" "ITnl" "I" TIH"I I""PM I""P TN!':TPIII~TTnNS.)