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HomeMy WebLinkAbout04-11-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* bi:::rriqnrnj rrp0( ('Ie. NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXE'SL.',jl,)'... '_;1, )..jiPiU.\ISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION lUll €IF:, DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 , ",_, HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 04-14-2008 ESTATE OF DESIMONE SR ROBERT A DATE OF DEATH 09-04-2007 FILE NUMBER 21 07-0978 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-13-2008 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 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 DESIMONE SR ROBERT A FILE NO. 21 07-0978 ACN 101 DATE 04-14-2008 2006 APR I I PH I: 0 I CLERK OF ORPrAN'S COURT ROBERT C sAImlSi'/@sQj\.:;. CO. P!l, SAIDIS ETAL 26 W HIGH ST CARLISLE PA 17013 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 46,388.57 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 46,388.57 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 (9) (10) 4,369.00 .00 (11 ) (12) (13) (14) 4.369.00 42,019.57 .00 42,019.57 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !bh 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 TAX CREDITS' NOTE: (IS) (16) (l7) (l8) 42,019.57 X .00 X .00 X .00 X 00 045 = 12 = 15 = (19)= .00 .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID D,HE 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. ("~ 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 (6-66) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Robert A. Desimone REVIEWED BY ACN 2107 -0978 101 Destiny S.R.Brown ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1