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HomeMy WebLinkAbout07-11-06 COMMONWEALTH OF PENNSYLVANIA c-"r~,--,.. rt)~RTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 07-10-2006 ZEIDERS 09-05-2005 21 05-0804 CUMBERLAND 101 APPEAL DATE: 09- 08-2006 (See reverse side under Objections) Amount Remitted[ ,If/}. 9 7 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-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOYCE C FILE NO. 21 05-0804 ACN 101 DATE 07-10-2006 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE B'JREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 n-~" , , , I".:~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GREGG HAMM BOVER & RITTER PO BOX 8300 CAMP HILL PA 17001 ESTATE OF ZEIDERS REV-1547 EX AFP (06-05) JOYCE C 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) 80,000.00 229.038.00 .00 .00 73.332.00 3,588.00 140,692.00 (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 Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 36,991.00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 526,650.00 39.514 00 487,136.00 .00 487,136.00 NOTE: I~ an assessment was issued previously, lines 14, lS 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 CREDITS: .00 X 00 = .00 .00 X 045 = .00 145,064.40 X 12 = 17,407.73 342,071.60 X 15 = 51,310.74 (19)= 68,718.47 2.523.00 (11) (12) (13) (14) ..~-~.. II l + J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-01-2005 CD006050 3,157.89 60,000.00 05-12-2006 CD006695 .00 5,520.00 INTEREST IS CHARGED THROUGH 07-25-2006 TOTAL TAX CREDIT 68,677.89 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 40.58 REVERSE SIDE OF THIS FORM INTEREST AND PEN. .39 TOTAL DUE 40.97 * 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 COMMCNWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF II,DIVIDU.AL TAXES DEPT 2806C1 H.i\RRISBURG, FA 1 7128.0601 REV.1162 EXlll.96) RECEIVED FROM: PENNSYLV ANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WINCHELL DOREEN 27 W MAIN STREET MECHANICSBURG, PA 17055 n___n_ fold ESTATE INFORMATION: SSN: 210-26-7329 FILE NUMBER: 2105-0804 DECEDENT NAME: ZEIDERS JOYCE C DATE OF PAYMENT: 07/11/2006 POSTMARK DATE: 07!1 0/2006 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2005 NO. CD 006954 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $ 40.97 I I I I I I I I TOTAL AMOUNT PAID: REMARI<S: CHECK# 391 INITIALS: JA SEAL RECEIVED BY: REGISTER OF WILLS $ 40.97 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ,-\ ~ ~ r'~ r-l - <( .~ .... a.. tL 19 c:r.: 1 -' 00 vi t-! f::t: :f: r; ~ u r~ .....i J !1 1'." .... ~ ... .,J.. o M l.{) l.{) o I'-- -Q)<( Q)~o... .r::......, . u (/) OJ C '- .- C ::l S 'cu ~ ,~ 'u w.....,c c Ul co Q)Q).r::. Q) S u o I'-- Q) ON~ ~ \~:) l)-::~: l .~, 'j """'-J --... CJ CD (/) ::J ~ :lC 1:: ::J ~ o O~ >. 0'" ("f) C(/)T""" ::JCDO (/)0(/)1"-- =O::JT""" S-o~<( '+-Cto... OCO::J _ I.... "'i::::: 0 CD 2CDO(/) (/) ..c ._ 0- E CD "'i::::: O'>::JCCO &000 ,J j Il -.- --. -- -- -..:: ..- .~..- -- -.- == .- .'- "0.1 I'on ~:I'1 ~'I:l I. ..}u j':1 ,,.,/ () j.... ~....J