HomeMy WebLinkAbout08-08-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 288601 '~ ~~ ~~ ~ '"
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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IVO V OTTO I I I'.a; `-~~
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 08-04-2008
ESTATE OF PALERMO JOHN
DATE OF DEATH 0`e:-18-2008
FILE NUMBER 21 08-0226
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~--~ --------------
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PALERMO JOHN FILE N0. 21 08-0226 AC:N 101 DATE 08-04-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 190,500.00
2. Stocks and Bonds (Schedule B) (2) 43,615.64
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,342.58
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 22,406.44
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
262,864.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,,002.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 54,263.24
11. Total Deductions (11) 78.266.08
12. Net Value of Tax Return (12) 184,598.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (14) 184,598.58
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 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 184,598.58 X 045 = 8,306.94
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 8,306.94
reY raF:nrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
05-15-2008 (0009728 415.35 7,891.59
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AN1) PEN.
TOTAL DIIE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
8,306.94
.00
.00
.00 t
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)