HomeMy WebLinkAbout08-19-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DC('r,Df\Fn liFFj1^l= nc: IlOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAt::-r~~~:-::: ;::~', ,",,-, ~ APPRAISE"ENT, ALLDIIANCE DR DISALLOWANCE
INtERITANCE TAX DIVISION 1-:" -. !. ,.: , 1';:: '" OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX t8D6Dl ',., -"~' ",'__J
HARRISBURG PA 17128-0601
08-22-2005
DIPIETRO
08-22-2004
21 05-0462
CUMBERLAND
101
APPEAL DATE: 10-21-2005
( See reverse side under Objections)
Amount Rem:i.1:~ed I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is47-Ex-AFP"ioi:oSi-NOTicE-oF-iNHERITANCE-TAX-APPRAISEKENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LAWRENCE E FILE NO. 21 05-0462 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUIIBER
COUNTY
ACN
2005 MJG 19 Pi112: 04
01 j:nl/'''-.
L.J-h tJr
ORC'''..!>
" :~r'.""',,;
CHARLES ({"DEHARTI!I
CALDWELL & KEARNS
3631 N FRONT ST
HBG
, ~.
ESQ
PA 17110
ESTATE OF DIPIETRO
TAX RETURII liAS: I)C) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds ISchedule B)
3. CloselY Held Stock/Partnership Interest (Schedul. C)
4. ItortSl898s/Notes Receivable (Schedule D)
5. Cash/Bank DepositslHisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule fl
7. Transfers (Schedule QJ
8. Total Assats
I J CHANGED
SEE
(1)
(2)
131
l<tl
(5)
(6)
17J
.00
.00
.00
.00
.00
.00
1,000,000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedul. Xl (10)
11. Total Deductions
12.. Net Value of Tax Return
13. CharltBble/Govern..ntal Sequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estete Subject to Tax
If an assessman~ .as issued previously. lines 14. 15 and/or 16. 17. 18 and
reflect figures ~hat include ~he ~o~al af ALL r~urns assessed ~o da~e.
ASSESSMENT OF TAX:
15. ADount of Line 14 at Spousal rat. (15)
16. A~t of Line 14 taxable at Lineal/Class A rate (L6)
17. Aoount of Line l<t at Sibling rat. (17)
18. AMount of Line 14 taxable at Collat.ral/Class Brat. (18)
19. Principal Tax Due
I S.
NOTE:
DATE
05-20-20 5
05-23-2005
05-25-2005
05-27-2005
NUIlBER
CD005355
" CD005360
.... CD005368
" CD005379
INTEREST/PEN PAID 1-)
.00
.00
.00
.00
INTEREST IS CHARGED THROUGH 09-06-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
.00
.00
Ill)
112)
113)
11<t)
.00 X
1,000,000.00 X
.00 X
.00 X
A~UNT PAID
11 ,250.00
11,250.00
9,000.00
2,250.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*
REV-1547 EX AFP (06-US)
LAWRENCE
E
DATE 08-22-2005
ATTACHED NOTICE
NOTE: To insure proper
credit to your account I
sub.i t the upper portion
of this for. with your
tax pay.."t.
1,000,000.00
no
1,000,000.00
.00
1,000,000.00
19 will
00 =
045 =
12 =
15 =
.00
45,000.00
.00
.00
45,000.00
119)=
33,750.00
11,250.00
171.70
11,421. 70
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PA~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE .J
A REFUND. SEE REVERSE SIDE OF nlT<l: I:'n_ .,.ft"" ..a___..______
DEN"oncD OFr",r rc
BUREAU OF INDIVIOIM -~ ; '.'-;VL U~
INHERITANCE TAX DIVISIDt('<~r.':c:r::J t ~,
PO BOX 280601" ' ,
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*
REY-483 EX AFP (06-05)
2005 ~.UG 19 Pri 12: 32
CLERK OF
OQc;<,:u,
;1;, .,'
CHARLES QJ'DEHARTUI E$'&
CALDWELL & 'KEARNS
3631 N FRONT ST
HBG PA 17110
DATE 08-22-2005
ESTATE OF DIPIETRO LAWRENCE E
DATE OF DEATH 08-22-2004
FILE NUMBER 21 05-0462
COUNTY CUMBERLAND
ACN 201
APPEAL DATE: 10-21-2005
(See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax pa~nt.
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +-
REY=4Si-EX-AFP-coi=osi----..-NOTicE-OF-DETERHiNATioN-AND-ASSESSHENT-----------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF DIPIETRO
LAWRENCE E FILE NO.21 05-0462
ESTATE TAX DETERMINATION
ACN 201
DATE 08-22-2005
1. Credit For State Death Taxes as Verified
.00
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
45.000.00
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
45.000.00
5. Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAlO AFTER THIS DATE, SEE REVERSE SIDE [IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FDR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
....s~