HomeMy WebLinkAbout07-17-06
07-10-2006
ZEIDERS
09-05-2005
21 05-0804
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side under Objections)
~ountR"itt.dl 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 ...
iiv:ii4,-ix-AFP-ioi:oi3-NOTici-OF-iNHiiiTANCi-TAX-APpiAiiiMiNT:-ALLOWANCi-oi---------------
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
COMMONWEALTH OF PENNSYLVANIA
ry' DEPARTMENT OF REVENUE
#0 . r-.....n"C I ',-
, ~J:"'(\Q'"\[D 1,\'\i',.)._ '.' NOTICE OF INHERITANCE TAX
I BUREAU OF INDIVIDUAL TA"R/~; I J-".' ....,; qA....RAISEHENT ~ ALLOWANCE OR DISALLOWANCE
01' INtERITANCE TAX DIVISION.;; :'OF DEDUCTIONS AND ASSESSHENT OF TAX
PO lOX 210601
HARRISBURG PA 17121-0601
f>M\\:39
'>n% JUL \ 1 HrI
LV"-.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GREGG HAMM 0.,' '
BOVER & RITTER
PO BOX 8300
CAMP HILL
PA 17001
ESTATE OF ZEIDERS
.
REV-15~7 EX AFP (06-05)
JOVCE
C
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the tatal ~ ~ returns assessed to dat..
ASSESSMENT OF TAX:
IS. AIIount of Une 14 at Spousal rat. US)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Une 14 at Sibling rat. (17)
18. ABOunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closaly Held Stock/Partnership Inter.st (Schedule C)
4. Hortgages/Notes 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)
(S)
(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/Ada. Costs/H1sc. Expenses (Schedule H)
10. Debts/Hortgaga Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnantal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
36~991.00
(9)
UO)
2.523.00
(11)
(12)
(3)
(4)
(Schedule J)
NOTE:
.00 X
.00 X
145~064.40 X
342~ 071. 60 X
00 =
045 =
12 =
15 =
(9)=
+
INTEREST/PEN PAID (-)
3~157.89
.00
DATE
12-01-2005
05-12-2006
AMOUNT PAID
60~000.00
5~520.00
NUllBER
CD006050
CD006695
INTEREST IS CHARGED THROUGH 07-25-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insura proper
credit to your 8CCount~
...i t the upper portion
of this fa,.. with your
tax paYllBnt.
526~650.00
39.1;14 no
487~136.00
.00
487~136.00
19 will
.00
.00
17~407.73
51~310.74
68~718.47
68~677.89
40.58
.39
40.97
\Y~~
( IF TOTAL DUE IS LESS THAN tl~ NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
..
REV-1470 EX (6-.>
. *' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Joyce C. Zeiders 2105-0804
REVIEWED BY ACN
Destiny S.R.Brown 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1,2 Jointly held assets are taxable outright to the beneficiary/ies before determining
residue.
ROW
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