HomeMy WebLinkAbout09-08-06
09-04-2006
DUNCAN
07-27-2005
21 05-0726
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount Re.ittedl 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 +-
REY:is4'-Ex-AFP-ioi:os3-NOTIcE-OF-INHERITANci-TAx-APPRAIsEMENT:-ALLOWANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PATRICIA A FILE NO. 21 05-0726 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
$~~tqt~r<<Lj:QIfANCE OR DISALLOWANCE
Rt\)9~1.lEDlicffGt& AND ASSESSHENT OF TAX
'.. '~~'rn. ("I"" \ff'l' I ('
rl;,f\d.'; r'l.{ ;~--,,!j.~; ,~,
r\[\.,Jkj: '__1 \ "-;: ,,) -!". ,......
SHELLY J KUNKEL ESQ
LAW OFCS CRAIG A DIEHL
3464 TRINDLE RD
CAMP HILL
DATE
200& SEP -8 AM tl: 14ESTATE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURT COUNTY
n 0(1 pA ACN
CUMBeRI,!:) \A)., ,\
PA 17011
ESTATE OF DUNCAN
.
REV-1S47 EX AFP (06-0S)
PATRICIA
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. CashlBank Deposits/Hisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
16.158.28
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A~. Costs/Hisc. Expenses (Schedule H)
10. DabtslHortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Velue of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
51783.33
(9)
llO)
44.84
llU
ll2)
ll3)
(14)
(Schedule .J)
NOTE:
NOTE: To insure proper
credit to your accountl
submit the upper portion
of this fora with your
tax paYll8l't.
161158.28
Ii.A~8 17
101330.11
.00
101330.11
If an asses~ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. bount of Line 14 at Spousal rate (15)
16. Aeount of Line 14 taxable at Lineal/Class A rate (16)
17. Aaount of Line 14 at SibUng rate ll7)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
101330.11 X 045 =
.00 X 12 =
.00 X 15 =
ll9)=
.
.
+
INTEREST/PEN PAID (-)
3.84-
.00
AHOUNT PAID
550.00
81.31-
DATE
06-09-2006
08-28-2006
NUHBER
CD006904
REFUND
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.
.00
464.85
.00
.00
464.85
464.85
.00
.00
.00
Q
( IF TOTAL DUE IS LESS THAN .11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDIT" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)