HomeMy WebLinkAbout11-02-07
10-29-2007
CASTELLI
01-01-2007
21 07-0039
CUMBERLAND
101
APPEAL DATE: 12-28-2007
( See reverse side under Objections)
A.ount Re.ittedl 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
DEPARTMENT OF REVENUE
. . ('jwflcf OF INHERITANCE TAX
APPRAisEHIONT, ALLOWANCE OR DISALLOWANCE
OF ~EDUCTIONS AND ASSESSHENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WAYNE F SHADE ESQ
53 W POMFRET ST
CARLISLE
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PA 17013
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REV-1547 EX AFP (06-05)
HELEN
S
TO:
CUT ALONG THIS LINE -+ 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 CASTELLI HELEN S FILE NO. 21 07-0039 ACN 101 DATE 10-29-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
17,648.28
.00
.00
63.308.94
.00
207,254.24
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnersh1p Interest (Schedule C)
Hart gages/Notes Rece1vable (Schedule D)
Cash/Bank Depos1ts/H1sc. Personal Property (Schedule E)
J01ntly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/H1sc. Expenses (Schedule H)
10. Debts/Hortgage L1ab1l1t1es/L1ens (Schedule I)
11. Total Deduct10ns
12. Net Value of Tax Return
13. Char1table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
17,737.40
5.852.29
(11)
Cl2)
Cl3)
Cl4)
NOTE: To 1nsure proper
cred1t to your account.
subm1t the upper port10n
of th1s form w1th your
tax payment.
288,211.46
?3.I:;R9.~9
264,621.77
264,621.77
.00
NOTE: 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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L1ne 14 at Spousal rate
16. Amount of L1ne 14 taxable at L1neal/Class A rate
17. Amount of L1ne 14 at S1b11ng rate
18. Amount of L1ne 14 taxable at Collateral/Class B rate
19. Pr1nc1pal Tax Due
Cl5) .00 X DO .00
Cl6) .00 X 045 = .00
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= .00
AHOUNT PAID
+)
INTEREST/PEN PAID (-)
DATE
NUHBER
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
( IF TOTAL DUE IS LE::T:H~ND~l~ NO PAYHENT IS REQUIRED~OO ("/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.