HomeMy WebLinkAbout08-15-08 COMMONWEALTH OF PENNSYLVANIA
~~. D~~P#R•ff1ENT OF REVENUE
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- ''NOVICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .!A~PIjAISEM~NY,rt ALLOWANCE OR DISALLOWANCE
~
INHERITANCE TAX DIVISION ,
OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
1 REV-1547 EX AFP (06-05)
(1
DATE 08-11-2008
ESTATE OF LAROCCA EUGENE W
~;~`_ti'~ ~.:r DATE OF DEATH 02-09-2007
QI'1~ - . ~~~~ ~-%!`~i ~,T 21 07 - 0157
~,~ FILE NUMBER
rl, ' ~•~ ,~~` COUNTY CUMBERLAND
THOMAS E FLOWER ACN 101
SAIDIS ETAL APPEAL DATE: 10-10-2008
(See reverse side under Objections)
2109 MARKET ST
CAMP HILL PA 17011 Amount Remittedr
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 E~ _ _______________
REV-1547 EX AFP C03-05) _
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAROCCA EUGENE W FILE N0. 21 07-0157 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real-Estate (Schedule A) (1) 14,175.00 NOTE: To insure proper
2 nd Bonds (Schedule B)
k
St (2) ,00 credit to your account,
. oc
s a submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 9,869.5 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
(e) 64, 044.50
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 45,377.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 81.00
11. Total Deductions (11) 4~.4~8.99
18,585.51
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
1,200,948.27
14. Net Value of Estate Subject to Tax C14)
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 (15) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,200,948.27 X 045 = 54,042.67
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due (19)= 54, 042.67
IAA V CLLIJ'
PAYM NT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-07-2007 CD008139 1,947.37 37,000.00
11-09-2007 CD008935 .00 13,422.61
04-22-2008 CD009604 .00 864.50
INTEREST IS CHARGED THROUGH 08-26-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 53,234.48
BALANCE OF TAX DUE 808.19
INTEREST AND PEN. 74.89
TOTAL DUE .883.08
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN Bl, NO PAYMENT IS RECUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)