HomeMy WebLinkAbout10-30-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-"--iT ('.'-i-~1CE OF INHERITANCE TAX
. APPRAISEMENT; ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-23-2006
KIKER
01-30-2006
21 06-0246
CUMBERLAND
101
APPEAL DATE: 12-22-2006
(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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REV:is4'-EX-AFP-C03:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LENORA B FILE NO. 21 06-0246 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
'J
~n
!.", r, r,o
-,' '.' ," "
I I: .CO '..'
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
I!$Q
PA 17011
.
REV-1547 EX AFP (06-05)
LENORA
B
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-23-2006
ESTATE OF
KIKER
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
6.762.87
.00
.00
500.00
156.146.56
.00
(8)
(9)
(10)
17,269.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
NOTE:
1.244.75
(11)
(12)
(13)
(14)
.00 X
144,895.22 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
163,409.43
18.514 21
144,895.22
.00
144,895.22
00 =
045 =
12 =
15 =
.00
6,520.28
.00
.00
6,520.28
(19)=
.
,........... Jl:c~cJ,r TH AMOUNT PAID
DATE /' ,A(UHBER INTEREST/PEN PAID (-)
04-27-2006 /'8~006614 292.11 5,550.00
09-15-2006 CDOO7211 .00 678.17
TOTAL TAX CREDIT 6,520.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 /
-,
/'
( 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.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.