HomeMy WebLinkAbout08-28-06
08-28-2006
CASEY
02-25-2006
21 06-0189
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
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
Riy:ii47-ix-AFP-ioi:oii-NOTIci-oF-INHiRITANci-TAx-APPRAIsiMENT;-ALLOWANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PATRICK J FILE NO. 21 06-0189 ACN 101
I~ an asse....nt was issu.d previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ 6bb returns ass.ssed to date.
ASSESSMENT OF TAX:
IS. AIIowtt of Une 14 at Spousal rate (1S)
16. A~t of Lin8 14 taKable at Lin8al/Class A rate (16)
17. A~nt of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable et Collaterel/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
"""j,.''','"'r--.rn '''''''n~t: "".
''-''''.>;,)1:1., t); 1'~~E' OF INHERITANCE TAX
*PfltAISEMENl, ALLOWANCE OR DISALLOWANCE
, OF-DEDucTIONS AND ASSESSMENT OF TAX
2006
')0
r...t!
Pi112: 06
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(.....: i.
DANIEL J CONWAY ESt'
508 WASHINGTON RD
PGH PA 15228
ESTATE OF CASEY
TAX RETURN MAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Clos.ly Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/ttisc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Totel Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
278,000.00
17.095.00
.00
.00
873.079.79
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritab1e/80ve~ta1 Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tex
67,379.60
(9)
(10)
218.180.16
(11)
(12)
(13)
(14)
(Schedule .n
NOTE:
.00 X
.00 X
441,307.52 X
441,307.52 X
.
.
DATE
05-08-2006
07-12-2006
XNTEREST/PEN PAID (-)
5,789.47
.00
AMOUNT PAID
110,000.00
3,363.56
NUHBER
CD006678
CD006967
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 =
045 =
12 =
15 =
(19)=
'*
/
REV-1547 EX AFP (06-05)
PATRICK
J
DATE 08-28-2006
NOTE: To insure proper
credit to your account,
sUb.it the upper portion
of this for. with YOUr
taK pe~t.
1,168,174.79
~RIi.1i5c) 7("
882,615.03
.00
882,615.03
.00
.00
52,956.90
66,196.13
119,153.03
119,153.03
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAvtlENT 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.)