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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPA~~~OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS, AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-1548 EX AFP (06-05)
C:)
c. _
DATE 03-13-2006
ESTATE OF SANTO JOSEPH A
DATE OF DEATH 12-06-2004
FILE NUMBER 21 05-0179
COUNTY CUMBERLAND
SSN/DC 200-07-0040
ACN 06001023
APPEAL DATE: 05-12-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
RONALD J SANTO
419 SHARON AVE
MECHANICSBURG PA 17055
CUT ALONG THIS LINE --. RETAIN LOWER PORTION FOR YOUR RECORDS +-
REV=is4S.:-ix-AFP"'Hii=osi--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-13-2006
ESTATE OF SANTO
JOSEPH
A DATE OF DEATH 12-06-2004
COUNTY
CUMBERLAND
FILE NO. 21 05-0179
TAX RETURN WAS:
S.S/D.C. NO. 200-07-0040 ACN 06001023
() ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: 104 FOREST AVE SMETHPORT
ACCOUNT NO.
16749
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
12-06-2002
x
45,000.00
0.166
7.500.15
1.185.06
6,315.09
.45
284.18
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."
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
x
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2005 CD004973 14.21 269.97
TOTAL TAX CREDIT 284.18
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER THIS DATE, 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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j
REV-1470 EX (6-88)
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
Joseph A. Santo
FILE NUMBER
Steven James
ACN
21 05-0179
06001023
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Decedent's real estate, owned jointly with his son and daughter has been billed on ACN's
06001023 and 06001024. The debts associated with the real estate as far as final utility
bills and the real estate appraisal submitted by the decedent's son have been allowed
toward his portion of the real estate. The funeral bills were allowed under ACN 05108497.
The remaining debts and deductions submitted were probate debts and are not allowable
for jointly owned property.
ROW
Paqe 1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
IN~i-,,:,,:.wCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
REV-1604 EX AFP (03-05)
RONALD J SANTO
419 SHARON AVE
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
03-01-2006
SANTO
12-06-2004
21 05-0179
CUMBERLAND
200-07-0040
05108497
Allount Rellitted
JOSEPH
A
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-1604 EX AFP (03-05)
.. INHeRITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 03-01-2006
ESTATE OF SANTO
JOSEPH
A DATE OF DEATH 12-06-2004
COUNTY
CUMBERLAND
FILE NO. 21 05-0179
ADJUSTMENT BASED ON:
S.S/D.C. NO. 200-07-0040
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
05108497
FINANCIAL INSTITUTION: NORTHWEST SAVINGS BANK
ACCOUNT NO. 2166003471
TYPE OF ACCOUNT: () SAVINGS (X) CHECKING () TRUST () TIME CERTIFICATE
DATE ESTABLISHED 10-01-1974
Account Balance
Percent Taxable X
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate X
Tax Due
42,271.06
0.500
21.135.53
1.138.33
19,997.20
.45
899.88
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 ADDRESS SHOWN ABOVE.
MAKE CHECK OR MONEY ORDER PAYABLE
TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2005 CD004973 44.99 1,827.29
TOTAL TAX CREDIT 1.872.28
BALANCE OF TAX DUE 972.40CR
INTEREST AND PEN. .00
TOTAL DUE 972.40CR
. IF PAID AFTER THIS DATE, 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.)
c.
, "-
INHERITANCE TAX
EXPLANATION
OF CHANGES
REV-1470 EX (5-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Joseph A. Santo
FILE NUMBER
REVIEWED BY
Steven James
ACN
21 05-0179
05108497
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The above referenced ACN has been adjusted to allow deductions for the bills associated
with the funeral and the newspapers notices. Final debts associated with the real estate
will be deducted on the account associated with the real estate. The remainder of the
debts submitted are probate debts and are not valid on jointly owned property.
ROW
Paqe 1