HomeMy WebLinkAbout09-18-06
09-12-2006
POOL
10-12-2005
21 06-0035
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
A.ount R8Bittedl 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 +-
iiY:is4,-ix-AFP-ioi:osj-NOTicE-OF-iNHEiiTANCE-TAX-APpiAiiEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHAMPE C FILE NO. 21 06-0035 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
_ _ ',., "D~ARTMENT OF REVENUE
..1 ' " , ,', iNc)TICE OF INHERITANCE TAX
.. ~:AfP.RA~EHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
'.'1
'J;:, 0 ',"
L...:!)
I, (") ~_'.~" ~ rJ 8
;1 J -
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LINDA LUNDBERG
PNC BANK NA
PO BOX 308
CAMP HILL
PA 17001
ESTATE OF POOL
'*
REV-lS47 EX AFP (06-05)
CHAMPE
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-12-2006
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
lS. A.ount of Line 14 et Spousal rate (lS)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. AlIOUI'tt of Line 14 at Sibling rate ( 17)
18. AlIOUI'tt of Line 14 taxable at Collataral/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 and Bonds (Schedule B)
3. Closely Held Stock/Partnarship Interest (Schedule C)
4. Hortgagas/Note. Recelv_le (Schaclule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
2.088.97
4.000.00
LOI5~979.30
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A.. Costs/Hisc. Expenses (Schedule H)
10. D8bts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sovennaantal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
12,622.22
(9)
(10)
10.297.93
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
305,682.38 X
693,465.74 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
01-12-2006
07-10-2006
NUMBER
CD006197
CD006946
INTEREST/PEN PAID (-)
1,500.00
.00
AItOUNT PAID
28,500.00
1,205.96
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
credit to your account,
subIIit the upper portion
of this for. with your
tax pa~t.
1,022,068.27
22 920 l~
999,148.12
.00
999,148.12
19 will
.00
31,205.96
.00
.00
31,205.96
31,205.96
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYltENT 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.)