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HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,.,.~., ~ ;-~-, ((''~~,~ ayP.T,~ CrE,-OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES t ~',.," {,d~Ej2kd19~bT_i' ALLOWANCE OR DISALLOWANCE INHERITANCE IAX DIVISION ~,,,-:~.~ ":'; O'F!'~DEDU~~jT'ONS AND ASSESSMENT OF TAX PO BOX 280601 t~,'",,~,~ .. ~;, , , j; .,_ HARRISBURG PA 17128-0601 ZQ~B C~O~ -7 PM i2~ 37 C~.E~K ~1 0~~~-{AN'~'~~~.1r.7 ANTHONY L DELUCA ES~',J~ys_Tj;'_,~'-,w,,!LL,~ `'`~!., ~,~ 113 FRONT ST PO BOX 358 BOILING SPGS PA 17007 REV-1547 EX AFP (06-05) DATE 11-03-2008 ESTATE OF YASKO SOPHIE E DATE OF DEATH 12-24-2007 FILE NUMBER 21 08-0155 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-02-2009 (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 ~ RETAIN LOWER PORTION 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 YASKO SOPHIE E FILE N0. 21 08-0155 ACN 101 DATE 11-03-2008 TAX RETURN WAS: C 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) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) ,OQ credit to your account, .00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) I3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,444.77 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets fig) 58,444.77 APPROVED DEDUCTIONS AND EXEMPTIONS: 7,901.23 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 316.00 11. Total Deductions (11) 8'217-23 12. Net Value of Tax Return C12) 50,227.54 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 50,227.54 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) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 50,227.54 X 045 = 2,260.24 17. Amount of Line 14 at Sibling rate (17) .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)= 2,260.24 IAA I.RCLIIJ' PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 07-31-2008 CD010078 .00 2,260.24 TOTAL TAX CREDIT 2,260.24 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 e occuNn- sFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)