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Home My WebLink About07-25-08BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _., ;i` W©T,~CE OF INHERITANCE TAX -,~ ,.,,--,~APP.RAIS~MENT, ALLOWANCE OR DISALLOWANCE :. _' ... ; ~_" Qf DEDUCTIONS AND ASSESSMENT OF TAX 20~~~ JUL 25 h'i~ i ~ Q2 ~~' ' ~~~r~r~a ~~`I- Q~t~'t'~,-'~.~~~7 i'~~~ i~ I BRADLEY L GRIFFIE ~ftp''' r E^ ~ '~~ GRIFFIE 8~ ASSOCS 200 N HANOVER ST CARLISLE PA 17013 REV-1547 EX AFP (06-05) DATE 07-28-2008 ESTATE OF DEROSA LENA E DATE OF DEATH 01-01-2008 FILE NUMBER 21 08-0109 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-26-2008 (See reverse side under Objections) 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 PORTION FOR YOUR RECORDS ~ _ _________ REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DEROSA LENA E FILE N0. 21 08-0109 ACN 101 DATE 07-28-2008 TAX RETURN WAS: C ) 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) (1) 105, 000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_ 1,739.74 6. Jointly Owned Property (Schedule F) (6)_ 2,785.24 7. Transfers (Schedule G) (7) .00 8. Total Assets (g) 109,524.98 APPROVED DEDUCTIONS AND EXEMPTIONS: 21,249.45 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 992.2 3 11. Total Deductions (11) _ 22.241.68 12. Net Value of Tax Return (12) 87,283.30 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 87,283.30 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 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 TAY PDCTTTC. (15) .00 X (16) 87,283.30 X C17) .00 X C18) 00 _ .00 045_ 3,927.74 12 _ .00 00 X 15 = .00 (19). 3, 927.74 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 03-31-2008 CD009481 196.39 4,300.00 TOTAL TAX CREDIT 4,496.39 BALANCE OF TAX DUE 568.65CR INTEREST AND PEN. .00 TOTAL DUE 568.65CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE D RFFIINII_ SFF RPVCRCC cTnC nr ru7c rnou rno rucTOnnrrn.~c. REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 DECEDENTS NAME Lena E. Derosa REVIEWED BY Sheila Megonnell INHERITANCE TAX EXPLANATION OF CHANGES ILE 2108-0109 101 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