HomeMy WebLinkAbout08-20-07
08-13-2007
DIMARTILE
03-28-2007
21 07-0326
CUMBERLAND
101
APPEAL DATE: 10-12-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
,,'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,-I" '\-,....I:~ ,~.~l;IC~-OF INHERITANCE TAX
... -'.. "';"PRAI,SIO~EtlT:,' ALLOWANCE OR DISALLOWANCE
OF:DEDU&TIONS AND ASSESSMENT OF TAX
..'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
2007 AUG 20 PH 12: 07
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GREGORY R REED ESQ
3120 PARKVIEW LN
HBG
CLERK OF
ORPH n, I'" (' '\1 JRT
(/"\1 ~ 0 \~.A..'\.. I I
cu\/nr::-; " 1- -': Pi\
PA 17111
*
REV-1547 EX AFP (06-05)
PALMIRA
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 DIMARTILE PALMIRA FILE NO. 21 07-0326 ACN 101 DATE 08-13-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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 TS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
.00
.00
.00
.00
373,148.68
5,971.01
.00
(8)
Stocks and Bonds (Schedule B)
0)
(2)
(3)
(4)
(5)
(6)
(7)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(0)
6,396.82
.00
(11)
(2)
(3)
(4)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(5)
(16)
(7)
(8)
.00 X
.00 X
.00 X
372,722.87 X
T
AMOUNT PAID
55,383.43
DATE
06-04-2007
(+)
INTEREST/PEN PAID (-)
2,795.42
NUMBER
CD008234
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.
379,119.69
tI;.~91).A?
372,722.87
.00
372,722.87
00
045 =
12 =
15 =
.00
.00
.00
55,908.43
55,908.43
(9)=
58,178.85
2,270.42CR
.00
2,270.42CR
( 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.)
REV-1470 EX (6-88)'
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Palmira DiMartile
FILE NUMBER
REVIEWED BY
Deborah Washington
ACN
2107 -0326
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H B-3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
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