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HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE •'``"` r`-~r ~MDtICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES /CPPRAI5~MENT, ALLOWANCE OR DISALLOWANCE INHERITANCE. TAX DIVISION ~ p~- pET,IUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 _~a. + HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) ~~~ .~~~ ~ ~} ~ ~~: ~j~j DATE 07-07-2008 ESTATE OF MANCINI ELBA ~~~~~~ (,, DATE OF DEATH 03-26-2007 ~~~~~~~,~ ~-.~~~j~-~- FILE NUMBER 21 07-0320 h; ~~ COUNTY CUMBERLAND LOWELL R GATES ESQc~,_ ACN 101 1.013 MUMMA ROAD APPEAL DATE: 09-05-2008 SUIT E 10 0 (See reverse side under Objections L.EMOYNE PA 17043 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE _--'-) R_ETA_IN LOWER POR_TION_ 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 MANCINI ELBA FILE N0. 21 07-0320 ACN 101 DATE 07-07-2008 TAX RETURN WAS: ( ) ACCEPTED AS FILED C 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 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. 14. C1) .00 NOTE: To insure proper C2) 1,005,533.75 credit to your account, (3) .DO submit the upper portion of this form with your C4) .00 tax payment. c5) 772 , 749.46 c6) .00 cn 886,616.26 C8) 2,664,899.47 176,497.81 C9) c1a) 9,424.61 clz) 2,478,977.05 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) Net Value of Estate Subject to Tax (14) .00 2,478,977.05 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: 15. Amount of Line 14 at Spousal rate C15) •00 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2, 478, 977.05 X 045 = 111 , 553.97 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00 19. Principal Tax Due Cly)= 111,553.97 TAY PDCTTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 06-22-2007 CD008328 5,577.70 107,000.00 TOTAL TAX CREDIT 112,577.70 BALANCE OF TAX DUE 1,023.73CR INTEREST AND PEN. .00 TOTAL DUE 1,023.73CR * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF~cOTAL DUErISrLESSrTHAN'S1, NOTPAYMENT-IS REQUIRED.- _ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE REV-'a7C EX (d-88j ti~ r ~ ~ ~ INHERITANCE TAX , ~` EXPLANATION COMMONV/EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAIJ OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME FILE NUMBER Elba Mancini 2107-0320 REVIEWED BY ACN Deborah Washington 101 ITEM SCHEDULE INO. EXPLANATION OF CHANGES H 137- These expenses can only be taken when property is sold. 11,13 2314 Row Page