HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
I\~:-Ir,r
U'-",,;[ NOTICE OF INHERITANCE TAX
(,.. ; ~PPRAISEHENT I ALLOWANCE OR DISALLOWANCE
. 'OF' DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZII0601
HARRISBURG PA 171ZII-0601
70'Qr ,~,!I'"' ')8 !.)juj, 12: 05
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,'""'"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-28-2006
GRANT
10-02-2005
21 05-0967
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
~ount R..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 +-
iiv:is47-ii-AFP-ioi:osi-NOTIci-oF-INHEiITANci-TAi-APPRAiiiMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLAUDIA S FILE NO. 21 05-0967 ACN 101
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 .t Spous.l ...t. (15)
16. ~unt of Line 14 tax.bl. .t Lineal/Cl.ss A ...t. (16)
17. Allount of Line 14 .t Sibling ...t. (17)
18. AIIount of Lin. 14 t.xabl. .t Coll.t....l/Cl.ss B ...t. (18)
19. P..incip.l Tax Du.
'.'
r':C .,,
VI>
(,! ii
JOHN DELORENZtf ESQ
GOLDBERG KATZMAN
PO BOX 1268
HBG
T~'T
,..,1 I
PA 17108
ESTATE OF GRANT
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.t. (Schedul. A)
2. Stocks and Bonds (Schedul. B)
3. Clos.ly Held Stock/Pa..tne..ship Int....st (Schedul. C)
4. Ho..tgages/Not.s Rec.ivabl. (Schedul. D)
S. Cash/Bank Deposits/Hisc. P...son.l P..ope..ty (Schedul. E)
6. Jointly Owned P"op...ty (Schedul. F)
7. T..ansf...s (Schedul. G)
8. Tot.l Ass.ts
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funs...l Expens.s/AdII. Costs/Hisc. Expens.s (Schedul. H)
10. Dabts/Ho..tgage Liabiliti.s/Liens (Schedul. I)
11. Tot.l Deductions
12. Net V.lua of Tax R.tu..n
13. Cha..itabl./Gov.rneental Bequests; Non-.l.ct.d 9113 Trusts
14. Net V.lua of Estat. Subject to Tax
NOTE:
DATE
07-10-2006
NUHBER
CD006958
INTEREST/PEN PAID (-)
.00
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
165.298.68
5.196.90
1.337 1583.81
(8)
(9)
(10)
161896.81
5.448.95
(11)
(12)
(13)
(14)
(Schedul. ,J)
.00 X
114851733.63 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
AtIOUNT PAID
661858.01
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-11-2006 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.
*'
.;
REV-1547 EX AFP (06-05)
CLAUDIA
S
DATE 08-28-2006
NOTE: To insu... p..ope..
credit to you.. accountl
subIIi t the uppe.. po..tion
of this fa... "ith you..
tax p.yaent.
115081079.39
?2.361i 7(,
114851733.63
.00
114851733.63
19 will
.00
661858.01
.00
.00
661858.01
661858.01
.00
102.69
102.69
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT 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.)