HomeMy WebLinkAbout08-31-06 (2)
08-28;"2006
GRANT
10-02-2005
21 05-0967
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount Remitted t I qa .f.n If I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FDR YOUR RECORDS +-
REv:is47-Ex-AFP-ioi:os3-NOTici-oF-iNHERITANCE-TAX-APPRAisEMENT:-ALLowANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLAUDIA S FILE NO. 21 05-0967 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN DELORENZO ESQ
GOLDBERG KATZMAN
PO BOX 1268
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17108
ESTATE OF GRANT
REV-1547 EX AFP (06-05)
CLAUDIA
S
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 08-28-2006
IT an assessnient was issued preYiQ'~,sly, lines 14, 15 and/or 16, 17, 18 and
reTlect Tigures that include the total oT Abb 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
CREDIT :
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. HortgageslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. 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
.00
.00
.00
165.298.68
5.196.90
1, 337 ,583.81
(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)
llO)
161896.81
5.448.95
(11)
(12)
(13)
ll4)
NOTE:
.00
1,,4851733.63
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
NUMBER
CD006958
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
66,858.01
~Nt~ 9HvUNPfID INTEREST/PENAL TV AS OF 07-11-2006
('J 7/: gOUt'
:;5J~Jj37n~~~:'!:)t
v'jJJ' !"'-1;.
, '-'\)":.>,i
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
subMit the upper portio.
of this form with your
tax payment.
1,508,079.39
22.341; 76
1,4851733.63
.00
1,4851733.63
19 will
(19)=
.00
661858.01
.00
.00
66,858.01
661858.01
.00
102.69
102.69
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)