HomeMy WebLinkAbout05-09-08COM DEPARTMENT OF REVENUE NIA
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'{'~; ~,~', r t~~i NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL ;f'fi~~~~,~'~ '~~ - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN~'--~"~ ` ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
T !'~ ~"~ ' REV-1547 EX AFP C06-05)
PD BOX 280601 ~- ;'; ~ ~-'• ' `'
HARRISBURG PA 17128-0601 ~
q DATE 05-12-2008
~~~~~~~ 'g A~„' 22 ESTATE OF LAROCCA EUGENE W
DATE OF DEATH 02-09-2007
p ~~Ft~ O~uR~ COUNTYUMBER CUMBERLAND
R, ~A~';.' ~ ~~ PA 101
THOMAS E FL~M~@, R~~'~ ' ~~~' `""" ACN
APPEAL DATE: 07-11-2008
SAIDIS ETAL (See reverse side under Objections)
2109 MARKET ST
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
--------------
CUT ALONG THIS LINE_____ ~"~ __RETAIN LOWER PORTION FOR YOUR RECOR
REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF LAROCCA EUGENE W FILE N0. 21 07-0157 ACN 101 DATE 05-12-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 950, 175.00 NOTE: To insure proper
cl)
1. Real Estate (Schedule A) 2 Q,4 99.64 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C) C4j .00 taxtpaymentm with your
4. Mortgages/Notes Receivable (Schedule D) 308 , 867.45
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) C6j 171.34
6. Jointly Owned Property cSchedule F) ~~) 6,007.88
7. Transfers cSchedule G) c8) 1,285,721.31
g, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 96,952.93
9. Funeral Expenses/Adm. Costs/Misc. Expenses cSchedule H) cCUj 6.40.5.62
10. Debts/Mortgage Liabilities/Liens cSchedule I) C11) 103.3~"i8.~~
11. Total Deductions c12) 1 , 182, 362.76
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cioj 1,18 2,362.76
14. Net Value of Estate Subject to Tax
NOTE: If an assessment 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: .00 X 00 = .00
(15)
15. Amount of Line 14 at Spousal rate 1,182,362.76 X 045 _ 5.3,206.32
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 12 _ .00
cln .00
17. Amount of Line 14 at Sibling rate ,00 X 1 5
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)- 53,206.32
19. Principal Tax Due
q t, ul i ~ - RECEL T DISCOUNT c+~
PA M NT
DATE NUMBER INTEREST/PEN PAID (-)
05-07-2007 CD008139 1,947.37
11-09-2007 CD008935 .00
AMOUNT PAID
37,000.00
13,422.61
INTEREST IS CHARGED THROUGH 05-27-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 52,369.98
BALANCE OF TAX DUE 836.34
INTEREST AND PEN. 33.29
TOTAL DUE 869.63
* IF PAID AFTER DATE INDICATED. SEE REVERSE I IF TOTAL DUE IS REFLECTED AS~ANOCREDITNT(CR)REYOURMAY BE DUE C
FOR CALCULATION OF ADDITIONAL INTEREST.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) I
REV-1470 EX (6-66) ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
Eugene W. LaRocca 2107-0157
ACN 101
Tracell Collins-Smith
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
Accepted additional assets, debts and deductions.
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