HomeMy WebLinkAbout09-18-06
09-18-2006
ADAMS
11-05-2005
21 05-1023
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side "nder Objections)
~ount 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 +-
REY:is47-EX-AFP-ioi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOYCE U FILE NO. 21 05-1023 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Qcr,nRC;'O CFF1C[ OF NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE$.':~~,~,~:::~, ! 'iiAfPRAISEHENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~1'-' ~'!! ,-i ',',::: '-OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' --"~,-
HARRISBURG PA 17128-0601
Z005 SEP I 8 Pt'l 2: 51
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
LINDA J LUNDm,--'
PNC BANK NA
PO BOX 308
CAMP HILL
PA 17001
ESTATE OF ADAMS
*'
REV-1547 EX AFP (06-05)
JOYCE
U
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. A.uunt of Line 14 at Spousal rate (IS)
16. A~unt of Line 14 taxable at Lineal/Class A rate (16)
17. A~unt of Line 14 at Sibling rate (17)
18. A.ount 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. Real Estate [Schedule A)
2. Stocks ....d Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest [Schedule C)
4. HortgageslNotes Receivable [Schedule D)
S. CashlBank DepositsIHisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. TrMsfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
108.900.00
219.989.00
.00
.00
22.164.00
.00
121. 035.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expense. (Schedule H)
10. Dabts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Gover~ental Bequests; Non-elected 9113,Trusts
14. Net Value of Estate SUbject to Tax
37.826.00
(9)
(10)
3.903.00
(11)
(12)
(13)
(14)
(Schedule .J)
NOTE:
.00
430.359.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
DATE
02-02-2006
08-02-2006
AttOUNT PAID
8.550.00
10.366.00
NUttBER
CD006276
CD007048
INTEREST/PEN PAID (-)
450.00
.00
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 insure proper
creeli t to your eccount.
sUD.it the upper portion
of this for. with your
tax P8Yll8nt.
472.088.00
41.7?Q nn
430.359.00
.00
430.359.00
.00
19.366.00
.00
.00
19.366.00
19.366.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. ll'\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE ouEA/
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)