HomeMy WebLinkAbout04-24-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOSEPH CASSARO
419 HALDEMAN AVE
NEW CUMBERLAND
COMMONWEALTH OF PENNSYLVANIA
-,,-,~,,.,,.,,,_, DEPARTMENT OF REVENUE
-' NOTI{La_E OF INHERITANCE TAX
=h'APPRAISEMENT,nALLOWANCE OR DISALLOWANCE
' ~OF'DEDUCTIbN'S AND ASSESSMENT OF TAX
ZQ,~ ~ -~?c~ 2 ~ Fi~ «~ ~ 1
PA 17070-1230
cl) 158,000.00
cz) .00
c3) .00
c4) .00
c5) 115.611.42
c6) .00
cn .00
CUT ALONG THIS LINE _ -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ _______________
REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CASSARO VINCENT FILE N0. 21 07-1156 ACN 101 DATE 04-20-2009
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)
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:
REV-1547 EX AFP (01-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~$) 273,611.42
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule 12,736.59
H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 17.392.64
11. Total Deductions
(11)
30.1 9. 3
12. Net Value of Tax Return C12) 243,482.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 243,482.19
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 ~lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 243,482.19 X 045 = 10,956.70
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 10,956.70
rsx roenrrc.
PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-07-2008 CD009391 526.32 10,000.00
12-10-2008 CD010627 6.40- 436.78
04-13-2009 SBADJUST .00 ,87
TOTAL TAX CREDIT 10,956.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
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.)
DATE 04-20-2009
ESTATE OF CASSARO VINCENT
DATE OF DEATH 12-13-2007
FILE NUMBER 21 07-1156
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-19-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013