HomeMy WebLinkAbout10-12-07
ID-D8-2DD7
ROVEGNO
D8-DI-2DD6
21 D6-D727
CUMBERLAND
IDl
APPEAL DATE: 12-D7-2DD7
( 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 17D13
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~f,"'! KQ.tIPE 0,1;, ItlHERITANCE TAX
AP~RAtS~KENT'. ,ALLOWANCE OR DISALLOWANCE
"OF: DEDUCTIONS AKD ASSESSMENT OF TAX
2007 OCT I 2 P~112:
~ATE
! i:STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
TRICIA D NAYLOR
OSZUSTOWICZ LAW OFFICE
ID4 S HANOVER ST
CARLISLE
CLb1<
ORD, ' 'I\~ "('," ',",'I,,'PT
i j,.-',f' ""'I ~I!, J, - -~ I
('I !' T ,," , ,
V\.../
PA 17D13
*
REV-1547 EX AFP (06-05)
LAWTON
C
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 ROVEGNO LAWTON C FILE NO. 21 D6-D727 ACN IDl DATE ID-D8-2DD7
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 2 SUPPLEMENTAL RETURNS
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. CloselY Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S)
6. JointlY Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
S. Total Assets
Dl AND D2
.OD
.DD
.DD
.DD
31,773.DD
1,5DD.DD
.DD
(S)
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/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
12,423.14
.DD
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
33,273.DD
(ll)
(2)
(3)
(4)
12.4?~ 14
2D,849.86
.DD
575,939.11
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 Line 14 at Spousal rate US) .DD X DD = .DD
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 575,939.11 X D45 = 25,917.27
17. Amount of Line 14 at Sibling rate un .DD X 12 = .DD
18. Amount of Line 14 taxable at Collateral/Class B rate US) .DD X 15 = .DD
19. Principal Tax Due (9)= 25,917.27
+
INTEREST/PEN PAID (-)
I,D52.63
.DD
35.74-
.DD
AMOUNT PAID
2D,DDD.DD
1,664.61
3,285.DD
ID8.57
NUMBER
CDDD7362
CDDD8D99
CDDD8311
CDDD8565
DATE
ID-3D-20D6
D5-DI-2DD7
D6-21-2DD7
D8-2D-2DD7
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
26,D75.D7
157.8DCR
.OD
157.8DCR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)