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HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ., ,•-.~•- `: NOTICE OF INHERITANCE TAX BURE~J OF INDIVIDUAL TAXES `•~'~ '~`~ APRRk-ISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION - ', O~ ~~EDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 j ,'~_; • ,.. ~ -- HARRISBURG PA 17128-0601 " " ~~~~~r~si ~~~ 7T' .:-, NINA G MILOVAN~-i`I~I# ESQ . . 2ND FLR 129 E ORANGE ST LANCASTER PA 17602 REV-1547 EX AFP C06-05) DATE 05-12-2008 ESTATE OF DERVISEVIC SAHA DATE OF DEATH 09-26-2006 FILE NUMBER 21 06-0919 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-11-2008 _ (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 INHERITAUCTIONS ANDRASSESSMENTAOFOTAXCE OR DISALLOWANCE OF DED ESTATE OF DERVISEVIC SAHA FILE N0. 21 06-0919 ACN 101 DATE 05-12-2008 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 0 0 NOTE: To insure proper 1. Real Estate (Schedule A) C1) . 0 0 credit to your account, 2. Stocks and Bonds (Schedule B) C2) . submit 0 0 the upper portion Closely Held Stock/Partnership Interest (Schedule C) 3 C3) . of this form with your . C4) . 0 0 tax pay ment . 4. Mortgages/Notes Receivable (Schedule D) 981.73 69 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) _ , 0 0 6. Jointly Owned Property (Schedule F) C6) . 00 7. Transfers (Schedule G) C7) . 69,981.73 CS) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 13,940.78 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 9 C9) . Clo) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 42.328.34 2 69 12 5 6 C11) __. , 11 . Total Deductions 13, 712.61 C12) 12. Net Value of Tax Return .0 0 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 13,712.61 C14) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 sessed to date. and 19 will reflect figures that include the total of ALL returns as ASSESSMENT OF TAX: .00 X 00 = .00 15. Amount of Line 14 at Spousal rate C15) 13,712.61 X 045= 617.07 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 0 0 12 .0 0 17. Amount of Line 14 at Sibling rate C17) X _ . 15 00 .00 Amount of Line 14 taxable at Collateral/Class B rate C18) 18 . = X 617.0 7 . C19)= 19. Principal Tax Due TAX CREDITS • DISCOUNT c+) PAYMENT RECEIPT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 2 9 6 7 02-05-2008 WRITEOFF .00 00 . 459.57 02-15-2008 CD009311 . TOTAL TAX CREDIT 459.57 INTEREST IS CHARGED THROUGH 05-27-2008 BALANCE OF TAX DUE 157.50 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.26 E 161.76 TOTAL DU ,,-~ * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQOURMAY BE DUE y FOR CALCULATION OF ADDITIONAL INTEREST. AFREFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS.) REV-1470 f.~ ,6-88) `~ -~~ t.~ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Saha Dervisevic REVIEWED BY Deborah Washington ITEM SCHEDULE NO. INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES FILE NUMBER 2106-0919 ACN 101 H B-3 The claim for family exemption has been disallowed. The claimant must be a spouse or if no spouse, a parent, or child living in the same household as the decedent as of date of death. Interest is abated in the amount of $29.67 from the delinquent date 06-26-07 to 02-05-08, the date of receipt of the proceeds of litigation. Interest is effective 02-06-2008. Page 1