HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~::r~r\(\D"''.~:"\ r\:::"C~!~...?;~ OF INHERITANCE TAX
;'..l,_,,,,,,11 ::../;,_:_) \..): : :'~11~,~~
~}"i~-~~RAIS~ENT, ALLOWANCE OR DISALLOWANCE
_'i ..i Of. DEDUcTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
08-28-2006
ZIGNER
10-03-2005
21 05-1071
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
AIIount R..:i. tted I 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:is4,-ii-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAi-APPRAiiiMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IRENE M FILE NO. 21 05-1071 ACN 101
I~ an asseSSMent was :i.ssued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ abb returns assessed to date.
ASSESSMENT OF TAX:
lS. AIIount of Une 14 .t Spousal ...te llS)
16. ~unt of Line 14 texable at Lineal/Class A rete (16)
17. AlIOUI1t of Une 14 at Sibling rete ll7)
18. AlIOUI1t of Line 14 taxable at Collateral/Class B rate (18)
19. Principel Tax Due
S:
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZII0601
HARRISBURG PA 171ZII-0601
20US fi1!G 28 P;jI2: 05
1'-,
.......1
C;Rr~:'-_!
MARIELLE F HAZEN
STE 202
2000 LINGLESTOWN
HBG
0~
\.....
RD
PA 17110
ESTATE OF ZIGNER
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks ..xl Bonds (Sehec:lule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. ttortgages/Notes Receivable (Schedule D)
S. Cesh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Sehec:lule G)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A.. Costs/Hisc. Expenses (Schedule H)
10. Debts/ttortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Sove~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tex
NOTE:
DATE
NUMBER
INTEREST/PEN PAID (-)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
1. 584 . 0 0
.00
.00
12.628.79
.00
.00
(8)
'*
j
(9)
llO)
6,406.87
REV-1547 EX AFP (06-05)
IRENE
M
(Schedule .J)
19.00
ll1)
ll2)
(13)
ll4)
DATE 08-28-2006
NOTE: To insure proper
credi t to your account,
s~it the upper portion
of this fo~ with your
tex pa~t.
14,212.79
t..4?1i 87
7,786.92
.00
7,786.92
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
7,786.92 X
.00 X
.00 X
.00 X
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ll9)=
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)