HomeMy WebLinkAbout10-02-06
09-25-2006
ZIGNER
11-05-2005
21 05-1072
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
Mount R_i tted I 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 4--
REY:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARLIN M FILE NO. 21 05-1072 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-,- ....."t.~
C:('(\II.::C.,:n (Ifcf~~l_OF INHERITANCE TAX
: "-':'~A,~I~~~ : ALLOWANCE OR DISALLOWANCE
-::\\<:\'}\JE1J~IJUCT1ON$ AND ASSESSHENT OF TAX
ZOOo OCT - 2 Pl"i \2: 35
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
r,\ in! ('II':
,.AXT:,\ \..,1 T
QRpu .\ \r c.: ':-'.CJUR I
CU\;',:.~-;~~t: v ~ ~/)" Pt.,
MARIELLE F HAZEN
M F HAZEN LAW OFFICE
2000 LINGLESTWN RD 20
HBG PA 17110
ESTATE OF ZIGNER
*'
REV-15~7 EX AFP (06-05)
MARLIN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-25-2006
If an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Une 14 at Spousal rate US)
16. ABount of Line 14 texable at Lineel/Class A rate (16)
17. ~t 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. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule 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)
(5)
(6)
(7)
.00
4.011.62
.00
.00
11.320.88
82.065.97
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Exp."ses/AdII. Costs/Hisc. Exp."ses (Schedule H)
10. Debts/Mortgage Liabilities/Li."s (Schedule I)
11. Total Deductions
12. Net Value of Tax Retum
13. Charitable/Soverneental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
131113.59
(9)
UO)
644.31
(1)
(12)
(3)
(4)
(Schedule .J)
NOTE:
.00 X
831640.57 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(9)=
DATE
01-26-2006
08-07-2006
INTEREST/PEN PAID (-)
157.89
.00
AttOUNT PAID
31000.00
605.94
NUMBER
CD006248
CD007064
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
credit to your accountl
subwit the upper portion
of this fo~ with your
tax pa~t.
971398.47
13.757 gO
831640.57
.00
831640.57
19 will
.00
31763.83
.00
.00
31763.83
31763.83
.00
.23
.23
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. <\)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)