HomeMy WebLinkAbout10-19-07
10-22-2007
DEANGEL IS
03-13-2007
21 07-0721
CUMBERLAND
101
APPEAL DATE: 12-21-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
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
DEP~T~E"T OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
L
-, (~, !".~
I l'~,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
19
F'" I'). ?....7
~ I I ~ ~
r,: 1\ ," I.
")'C'HARLES E SHIE'CDS II I
6 CLOUSER RD
MECHANICSBURG PA 17055
*'
REV-1547 EX AFP C06-05)
JOSEPH
B
TO:
CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEANGELIS JOSEPH B FILE NO. 21 07-0721 ACN 101 DATE 10-22-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
.00
139.400.20
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
15.00
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
Debts/Mortgage Liabilities/Liens (Schedule I) (10)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
139.400.20
]1i.00
139,385.20
115.572.46
23.812.74
NOTE: If an assessllent 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) 23.812.74 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CRE:DITS:
pAYI"IENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ;r'J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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
Joseph B. DeAngelus 2107 -0721
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
j
ROW
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