HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
','- ('-(" r',"'ril r......-Ir.>J;:~..
'_J';;-/;~~) \)-'i~I'.LeE OF INHERITANCE TAX
"," ,-, ",- "PfllAISEREIIT, ALLOWANCE OR DISALLOWANCE
-..; . Of! DEiK.icTIONS AND ASSESSMENT OF TAX
08-28-2006
KUTZ
01-25-2006
21 06-0110
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Ohjections)
A.ount Remitted 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 +--
iEY:is47-Ei-AFP-ioi:osi-NOTicE-OF-iNHEiiTANCE-TAi-APpiAiiEMENT:-ALLONANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERTRUDE A FILE NO. 21 06-0110 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JEAN KUTZ HENRY ~. 'H
1207 PENN GRANT RD
LANCASTER PA 17602
ESTATE OF KUTZ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
11
REV-1547 EX AFP (06-05)
GERTRUDE
A
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 ~ ALL returns assessed to date.
ASSESSMENT OF TAX: :1
IS. AIIowlt of Una 14 at Spousal rate (1S) . 00 X 00 =
16. AIIowlt of Una 14 taxable at Unael/Class A rata (16) 223,272.00 X 045 =
17. AIIount of Una 14 at Sibling rate (17) .00 X 12 =
18. AIIount of Une 14 taxllble at Collateral/Class B rate (18) . 00 X 15 =
19. Principal Tax Due (19)=
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rael Estata (Schedule A)
2. Stocks end Bonds (Sch8dule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MOrtgages/Notes R8C8ivable (Sch8dule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Sch8dule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
II. Debts/Hortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Ch&ritable/GovernBBntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
+
INTEREST/PEN PAID (-)
473.68
.00
DATE
03-13-2006
07-14-2006
NUtlBER
CD006440
CD006972
· If PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHAN8ED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
116.970.00
.00
.00
44.041. 00
1.680.00
73,241.00
(8)
NOTE: To insure proper
credit to your BCCount,
~it the upper portion
of this fo~ with your
tax PQll8nt.
235,932.00
1:1 .101.0 nn
223,272.00
.00
223,272.00
19 will
.00
10,047.00
.00
.00
10,047.00
10,046.68
.32
.00
.32
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT 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.)
(9)
(10)
12,660.00
.00
(Sch8dule J)
(11)
(12)
(13)
(14)
AMOUNT PAID
9,000.00
573.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE