HomeMy WebLinkAbout02-03-06
~
, ~REAU OF INDIVIDUAL TAXES
'INHERITANCE TAX DI\LISION .
PO BOX 280601 ....
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWNACE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (08-05)
I ,
,
1. ~ ,,-J
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
SSN/DC
ACN
01-27 -2006
CATALANO VINCENT P
08-01-2001
21- 0 l. II ~
CUMBERLAND
196-18-5138
06000104
JOSEPH E CATALANO
CIO DAVID W REAGER ESQUIRE
2331 MARKET STREET
CAMP HILL PA 17011-4642
Appeal Date: 03-28-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND COUNTY COURTHOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE c:::> RETAIN LOWER PORTION FOR YOUR RECORDS ~
- -RE,'--f54~f Ej( AFFi (06-05) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -.
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR D1SALLOWNACE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 01-27-2006
ESTATE OF
CATALANO VINCENT P
DATE OF DEATH 08-01-2001
COUNTY CUMBERLAND
FILE NO. 21- SS/DC NO. 196-18-5138 ACN 06000104
TAX RETURN WAS: (0) ACCEPTED AS FILED ( 181 ) CHANGED SEE ATTACHED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: REAL ESTATE
ACCOUNT NO. 307 E. MARKET STREET
TYPE OF ACCOUNT: (D) SAVINGS
DATE ESTABLISHED 07-16-1998
(D) CHECKING (D) TRUST (D) TIME CERTIFICATE
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
135,000.00
.50
67.500.00
55.000.00
12.500.00
.045
562.50
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT. SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT 0.00
Interest is calculated until 02-15-2006* BALANCE OF TAX DUE 562.50
INTEREST AND PEN. 106.37
TOTAL DUE 668.87
IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
*
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) , YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
1'#,.1470.~~88)
REVIEWED BY
INHERITANCE TAX
EXPLANATION
OF CHANGES
CATALANO VINCENT P
FILE NUMBER
Department of Revenue
ACN
21
06000104
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
This Notice of Assessment is for real estate located at 307 E Main Street, Mechanicsburg
PA that was held as joint tenants with right of survivorship between the decedent and hi~
grandson, Joseph E Catalano. The real estate was purchased on July 16, 1998 and the
decedent, Vincent P Catalano died on August 1, 2001. The calculation of the potential
Pennsylvania inheritance tax is as follows:
Gross Value of Real estate as of 08/01/2001
Decedent's interest in the real estate
Decedent's taxable interest
Less % of outstanding mortgage value as of 08/01/2001
Net Taxable share
Tax Rate
Tax due as of 05/01/2002
$ 135,000.00
x.50
67,500.00
55.000.00
12,500.00
.045
562.50
ROW
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