HomeMy WebLinkAbout08-20-10.~- - ~-
NOTgL'E OF'` INHERITANCE TAX pennsylvan~a ~ ~ F,
BUREAU OF INDIVIDUAL TAXES ~- APPh/~~'SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~- `~.,.., - OF^DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP [12-09)
PO BOX 280601 `' -
HARRISBURG PA 17128-0601
~~'~ ~~ ~~ ~~~ ~: ~ (~ DATE D8-23-2010
ESTATE OF NAVAGATO ANGELO J
~~„ ir,, ~ DATE OF DEATH 09-06-2009
CL~..~~~ `:j FILE NUMBER 21 09-0921
~~ ~ 4~~''•~~ ' '`'~ ~``~ t COUNTY CUMBERLAND
R MARK TH~kS~-ESQ rr ACN 101
101 S MARKET ST APPEAL DATE: 10-22-2010
M E C H A N I C S B U R G P A 17 0 5 5 (See reverse side under Objections )
Amount Remitted- --~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ------RETAIN-LOWER-PORTION_ FOR YOUR RECORDS ~--~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: NAVAGATO ANGELO JFILE N0.:21 09-0921 ACN: 101 _ ______________
OR-
DATE: 08-23-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) ,0 Q credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .0 0
L3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) t4) •0 ~ tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) (5) 10,87b.74
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7} 54,589.25
8. Total Assets c8) 65,4b5.99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7,6 2 8.10
10. Debts/Mortgage Liabilities/Liens (Schedule I} C10) 4,0 9 6.7.0
X11) 11,724.80
11. Total Deductions 741.19
53
12. Net Value of Tax Return t12) ,
13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J} (13) .0 0
14. Net Value of Estate Subject to Tax (14) 53,741.19
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
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) 53,741.19 X 15 = 8,061.18
19. Principal Tax Due C19)= 8, 061.18
rex rQ ~nTTe.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-07-2010 CD012854 .00 8,028.04
INTEREST IS CHARGED THROUGH 09-07-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 8,028.04
BALANCE OF TAX DUE 33.14
INTEREST AND PEN. 1.23
TOTAL DUE 34.37
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR'), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS...~-~-~~~~
,.~4 `.
REV-1470 EX (Ot-10)
~ pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Angelo P. Navagato 2109-0921
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
J II-B The probate estate is insolvent therefore the amount to charity can not be fulfilled.
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