HomeMy WebLinkAbout07-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
... -["\ .""\r-
r'[(',,,,C:';,cf) i)-:--;j: NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES.'.\) 1,_., rr \:~P'~ISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION )i '., '- OF DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601
HARRISBURG PA 171Z8-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-10-2006
KRAV
08-22-2005
21 05-0790
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( 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 ....
iEY:ii4i-EX-AFP-ioj:oij-NOYiCE-OF-iNHEiiYANCE-YAX-APPRAiSEMENY:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN E FILE NO. 21 05-0790 ACN 101
If an asses..ent was issued previously, lines 14, IS and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to d,-..
ASSESSMENT OF TAX:
IS. ~unt of Line 14 at Spousal rate (IS)
16. Aeount of Line 14 taxable at Lineal/Class A rate (16)
17. AlIOunt of Line 14 .t Sibling rete (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S.
ZGuS Jut \ 1 M\ \ \: 38
CF.P\'
CATHERINE OCONildR"
2075 NE JOSEPHINE DR
HILLSBORO OR 97124
ESTATE OF KRAV
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN lASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgeges/Note. ReceiYllble (Schedule D)
S. Cesh/Benk Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. ChariteblalSoYe~tel Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
11-17-2005
05-04-2006
NUHBER
CD006011
CD006668
INTEREST/PEN PAID (-)
2,240.15
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
937.026.00
.00
.00
84.367.00
51.475.00
.00
(8)
*'
REV-1547 EX AFP (06-05)
HELEN
E
(9)
(10)
13,565.00
DATE 07-10-2006
NOTE: To insure proper
creeli t to your eccount,
subIIit the upper portion
of this for. with your
tax pey.."t.
1,072,868.00
18.93:1' DO
1,053,936.00
40,000.00
1,013,936.00
19 will
.00
45,110.00
.00
1,725.00
46,835.00
46,835.04
.04CR
.00
.04CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 1$ REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C~), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
5.367.00
(11)
(12)
(13)
(14)
(Schedule ,J)
.00 X
1,002,436.00 X
.00 X
11,500.00 X
00 =
045 =
12 =
15 =
(19)=
AHOUNT PAID
42,562.89
2,032.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE