HomeMy WebLinkAbout08-28-06
08-28-2006
AUSTIN
08-28-2005
21 05-0952
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount R..ittedl 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 +-
iiv:is47-ii-iFP-ioi:osi-NOTici-OF-iNHiiiTANCi-Tii-ippiiiiiMiNT:-iLLowiNCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RAY C FILE NO. 21 05-0952 ACN 101
. COMMONWEALTH OF PENNSYLVANIA
:JC('np"=n n~;::-I("E n~EPARTMENT OF REVENUE
'.,,),_, ,c,,,,_, \.../ I 'V "NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;"T"AP.isEMENT # ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION.' 'OF'bEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
2005 MJG 28 P 1112: OS
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
0~~".'
v"
('I' I, '
v
SEAN M SHULTZ ESQ
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
17013
ESTATE OF AUSTIN
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks III1d Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgqes/Notes ReceiV8ble (Schedule D)
s. c.sh/Bllnk Deposits/Hisc. Personel Property (Schedule EJ
6. JointlY OWned Property (Schedule F)
7. TrlII1sfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
Ui)
(6)
(7)
.00
.00
.00
.00
1.000.00
170.986.60
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel EXI'W1ses/AGi. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Liebilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheriteble/Sove~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
3#007.07
(9)
UO)
2.567.06
(11)
(12)
(13)
(4)
(Schedule .J)
*'
/
REV~15~7 EX AFP (06-05)
RAY
C
DATE 08-28-2006
NOTE: To insure proper
credi t to your eccount #
subIIit the upper portion
of this for. with your
tax paYllent.
171#986.60
';.574 13
166#~H2.47
.00
166#412.47
NOTE: 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: :1
l.5. AIIount of Line 14 at Spousal rate (5) 166 # 412.47 X 00 = .00
16. AIIount of Line 14 taxeble at Lineal/Class A rate (6) .00 X 045 = .00
17. AlIDWtt of Line 14 at Sibling rate (17) .00 X 12 = .00
18. AIIount of Line 14 taxable at Collateral/Class B rete (8) .00 X 15 = .00
19. Principal Tax Due (19)= .00
S:
DATE
INTEREST/PEN PAID (-)
AMOUNT PAID
NUtlBER
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED# SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1# NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) # YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)