HomeMy WebLinkAbout06-19-06
06-12-2006
KINNARD
01-27-2006
21 06-0127
CUMBERLAND
101
APPEAL DATE: 08-11-2006
( 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 +-
iEV:is4'-Ei-AFP-io3:0Sj-NOTicE-OF-iNHEiiTANCE-TAi-APpiAisEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JULIA P FILE NO. 21 06-0127 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
N
(")
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I ~
( ,
1...-.--
IVO"V OTTO:' II I
MARISON' 'ETAl
10~(: HIGH ST
CARLISLE
PA 17013
ESQ
i-
e
ESTATE OF
KINNARD
*'
REV-1S47 EX AFP (06-0S)
JULIA
P
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 06-12-2006
I~ an assessment was issued previously, lines 14, IS 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. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CR S:
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
294.000.39
.00
.00
34.953.79
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
32,379.30
1.785.96
(11)
(12)
(13)
(14)
NOTE:
.00 X
294,788.92 X
.00 X
.00 X
INTEREST/PEN PAID (-)
663.27
AMOUNT PAID
12,602.22
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
328,954.18
34.165 26
294,788.92
.00
294,788.92
00 =
045 =
12 =
15 =
.00
13,265.50
.00
.00
13,265.50
(19)=
TOTAL TAX CREDIT 13,265.49
BALANCE OF TAX DUE .01
INTEREST AND PEN. .00
TOTAL DUE .01
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A Dcc"..n "'cc DI:UI:D"'1: <::.Tnl= 01= THTS FORM FOR INSTRUCTIONS.) ,
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.