HomeMy WebLinkAbout08-28-06
08-28-2006
HERSHEY
10-14-2005
21 05-0940
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount Remitted' 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 +-
iiv:is47-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAX-APPiAisiMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
A A FILE NO. 21 05-0940 ACN 101
BUREAU Of INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 288601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
r T nr PEPARTMENT OF REVENUE
IJr r-k.lt 'NOncE Of INHERITANCE TAX
;'>>PItAIS~HENT I ALLOWANCE OR DISALLOWANCE
.'. OF lJEDucTIONS AND ASSESSMENT OF TAX
?"IIV ~
d.uD ;":
28
r~:' I"" 05
(II t..
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
t'i !
" I.
RONALD M KATZMAN'" "ESQ
GOLDBERG ETAL
PO BOX 1268
HBG
PA 17108
ESTATE OF HERSHEY
.
J
REV-1547 EX AFP (06-05)
A
A
( ) CHANGED
DATE 08-28-2006
I~ an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total 0" ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Une 14 at Spousel rata (15)
16. ABount of Line 14 taKable at Lineal/Class A rate (16)
17. AIIowtt of Une 14 at Sibling rate (17)
18. A.aunt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
( If TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" (CR) I YOU HAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORM FOR INSTRUCTIONS.)
TAX RETURN WAS: (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. (Schedul. A)
2. Stocks WId Bonds (Schedul. B)
3. Clo..ly Held stock/Partnership Inter.st (Schedul. C)
4. Hol"t.....s/Not.s Rec:eiv.bl. (Schedul. D)
5. Cash/Btlnk Deposits/Hbc. P.rsonal Prop.rty (Schedule E)
6. Jointly Owned Property (Schedul. F)
7. Transf.rs (Schedule Q)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
2.009.907.98
.00
.00
86.977.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expens.s/A~. Costs/Hisc. Expens.s (Schedul. H)
10. DebtS/Hortgage Liabilities/Liens (Schedul. I)
11. Total Deductions
12. Net Value of TaK Raturn
13. Charitable/GoY.r~tal Bequestsi Non-elect.d 9113 Trusts
14. Net Value of Estate Subject to Tax
1331846.97
(9)
(10)
3 .811 .96
(11)
(12)
(13)
(14)
(Schedul. .1)
NOTE:
.00 X
.00 X
251655.00 X
115241283.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
01-09-2006
06-30-2006
NUHBER
CD006191
CD006912
INTEREST/PEN PAID (-)
111052.63
.00
AHOUNT PAID
2101000.00
101668.42
· If PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION Of ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
-
NOTE: To insure Prop.r
credit to Your accountl
~it the upper PDrtion
of this fora with your
tax PBYll8nt.
210961884.98
137....IiA Q3
119591226.05
4091288.05
115491938.00
19 will
.00
.00
31078.60
2281642.45
2311721.05
2311721.05
.00
.00
.00