HomeMy WebLinkAbout08-28-06
08-28-2006
VANDREW
10-24-2005
21 05-1077
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reJIerse side under Objections)
~ount R..ittedJ 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:ii47-ii-AFP-ioi:oii-NOTici-OF-iNHiiiTANCi-TAi-APPRAiiiMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN F FILE NO. 21 05-1077 ACN 101
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX':
15. AIIount of Line 14 at Spousal rate (1S)
16. AIIount of Line 14 taxable et Lineal/Class A rat. (16)
17. AIIount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Cless B rete (18)
19. Principal Tax Due
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-r,('\r'f',rr. nC[f("\r"~.
1-' ;:"v,,';-,UL:U \)1-1 It)r~ '_NOTICE OF INHERITANCE TAX
"AP,P~AISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
Z006
28
Pi') 12: 06
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(': I
JOEL R ZULLING~
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
200
PA 17201
ESTATE OF VANDREW
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 MCI Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/NotesRece1vable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. JOintly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
269.265.20
.00
.00
58.967.34
.00
101041.60
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernaentalBequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
24,868.10
(9)
(10)
1.783.40
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00
.00
.00
310,622.64
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
DATE
01-19-2006
07-13-2006
INTEREST/PEN PAID (-)
2,105.26
.00
AMOUNT PAID
40,000.00
4,488.40
NUMBER
CD006229
CD006963
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/
'*
REV-1547 EX AFP (06-05)
HELEN
F
DATE 08-28-2006
NOTE: To insure proper
credi t to your eccount,
subait the upper portion
of this for. with your
tax payaent.
338,274.14
?It Itlil liD
311,622.64
1,000.00
310,622.64
19 will
.00
.00
.00
46,593.40
46,593.40
46,593.66
.26CR
.00
.26CR
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)