HomeMy WebLinkAbout08-03-07
08-06-2007
TRAINI
03-09-2007
21 07-0373
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
,.i:rr-;:CY::\.9F:!:Q,E~~:rIONS AND ASSESSMENT OF TAX
i i:.".........." !_;(,.../ ,.n ': I'u.'._ \_,
'I,J;
2007 AUG -3 PM 4: 20
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JEFFREY L TRAINI
79 SME
SHIPPENSBURG
CLERK OF
ORPHlI~ !'''' r'n! IRT
l j, -.1\ 0 '.J"">\,, I
""U~{~;~/ - n,' P/._.
'*
REV-1547 EX AFP C06-05)
LOUIS
F
I
PAYMENT TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TRAINI LOUIS F FILE NO. 21 07-0373 ACN 101 DATE 08-06-2007
TAX RETURN WAS:
C X) CHANGED
SEE ATTACHED NOTICE
) ACCEPTED AS FILED
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
69.337.94
.00
.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
.00
(9)
ClO)
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
69,337.94
.00
69,337.94
.00
69,337.94
NOTE:
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
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
S:
Cl5)
(16)
Cl7)
(18)
.00
69,337.94
.00
.00
X 00
X 045 =
X 12 =
X 15 =
R CE P
NUMBER
CD008261
+
PAID (-)
155.25
AMOUNT PAID
2,949.75
PAYMENT MUST BE MADE BY 12-09-2007*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl9)=
.00
3,120.21
.00
.00
3,120.21
3,105.00
15.21
.00
15.21
( 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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
COMMONwEA.L TH >-
DEPARTMENT ~~~~NS'yLVANIA
BUReAU OF INDIVIDUAL ~'::kE
!:tA.RRI DEPT 280601 eS
DECEDENT'S NA~:URG PA 17128-0601
LOUis F Traini
Deborah WaShington
REVIEWED By
INHERITANCE TAX
EXPLANA TlON
OF CHANGES
SCHEDULE ITEM
No.
2101-0313
101
FILE NUMBER
EXPLANA TION OF CHANGES
The "alUe of the e
arithlhetlc. slate has bee" adjllS!ecI as the ,
eSUlt Of the Correction of a
n error in
ROW
P::Jn~ _