HomeMy WebLinkAbout05-02-08
DATE 04-28-2008
ESTATE OF DICESARE ALBERT A
DATE OF DEATH 12- 05-2007
FILE NUMBER 21 08-0151
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( 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 +--
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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 DICESARE ALBERT A FILE NO. 21 08-0151 ACN 101 DATE 04-28-2008
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
.. ',~ ~,...,,"'_' ,..,,-_ ,..._NI1T-1CE OF INHERITANCE TAX
c :.J./ ji1L)tOAe"tJ{;~E~NT, ALLOWANCE OR DISALLOWANCE
,:;:.:r'lc1Cc, (',~F,.!,PfP~CTIONS AND ASSESSMENT OF TAX
Il\....Jiult.r': v' .1...... \
2008 HAY -2 PH 12: 31
ClERK OF
ORPHAN'S COURT
CUMBFRlJ\!'ID CO.. PA
CRAIG A HATCH
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15, Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6, Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
.00
6,626.76
.00
.00
.00
246,923.69
.00
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(10)
13,476.70
846.30
(11)
(12)
(13)
(14)
10.
11.
12.
13.
14.
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
(18)
.00 X
239,227.45 X
.00 X
.00 X
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(8)
253,550.45
lti.3~3.00
239,227.45
.00
239,227.45
00
045 =
12 =
15 =
.00
10,765.24
.00
.00
10,765.24
(19)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-12-2008 CD009297 538.26 10,226.98
TOTAL TAX CREDIT 10,765.24
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 h
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~
( ~~ ~~~:~ ~~~ ~~ ~~~~E~~:~ =;'AN~C::~~~~T(~~)~E~~~R~~~ BE DUE 1;
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)