HomeMy WebLinkAbout09-18-06
09-18-2006
GALLAGHER
11-06-2004
21 06-0668
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount Remittedl 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 FOR YOUR RECORDS +-
iEY:is4'-EX-AFP-ioi:osj-NOYiCE-OF-iNHEiiYANCE-YAX-APPRAisEMENY:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD C FILE NO. 21 06-0668 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8060l
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r::;=-(:(1Qi;r.:n (:~Tic€ioF INHERITANCE TAX
IL~'::.:<I,.AJIi.p~A,I'$EfI,'NT~ ALLOWANCE OR DISALLOWANCE
'1:.::,7~) 1m 'DEDUCTlOHS AND ASSESSMENT OF TAX
ZOGS SEP I 8
2:59
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES E GALLAGHER
145 N ARLINGTON AVE
HBG PA 17109
ESTATE OF GALLAGHER
*'
REV-1547 EX AFP (06-05)
EDWARD
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-18-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ !bb returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Une 14 at Spousal rate (15)
16. AIIount of Line 14 taxable at Lineel/Class A rate (16)
17. AlIOUI"It of Une 14 at Sibl1nlll rate ll7)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgagas/Notes Racei vable (Schedule D)
S. Cesh/Bank Daposits/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
81. 000.00
.00
47.242.00
659.091. 00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/AdB. Costs/Hisc. Expanses (Schedule H)
10. Dabts/Hortlll898 Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern-.ntal Bequests; Non-elacted 9113 Trusts
14. Net Value of Estate Subjact to Tax
101171.00
(9)
llO)
00
(11)
ll2)
ll3)
ll4)
(Schedule J)
NOTE:
1181071. 00 X
6591091. 00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
ll9)=
+
INTEREST/PEN PAID (-)
.00
.00
L804.55-
DATE
07-31-2006
07-31-2006
07-31-2006
AMOUNT PAID
101490.12
101490.11
101490.12
NUMBER
CD007029
CD007030
CD007031
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
cradi t to your account I
subIIi t the upper portion
of this fOrM with your
tax p~nt.
7871333.00
]0.171 00
7771162.00
.00
7771162.00
.00
291659.10
.00
.00
291659.10
291665.80
6.70CR
.00
6.70CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. C"\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)