HomeMy WebLinkAbout08-28-06
08-28-2006
KECK
02-27-2006
21 06-0225
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
A.ount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +--
iiv:ii47-ii-AFP-ioi:iii-Norici-OF-iNHiiirANci-rAi-APPRAiiiMiNr:-AiioWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE A FILE NO. 21 06-0225 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-"-('(prY:T': ('C~jIfE: OF INHERITANCE TAX
"~~:~ ',: 'AP,PR4I$I;MENT 1 ALLOWANCE OR DISALLOWANCE
, : !~FjJEDUCTXONs AND ASSESSNENT OF TAX
2005 F.
28 f'ilI2': 06
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
HAMILTON C DAVIS
ZULLINGER DAVIS
PO BOX 40
SHIPPENSBURG
j'-'"
PA 17257
ESTATE OF KECK
*'
REV-15~7 EX AFP (06-05)
CATHERINE A
TAX RETURN HAS: (X) ACCEPTED AS FILED
( ) CIWfSED
DATE 08-28-2006
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: :1
15. AIIowtt of Line 1ft at Spousal rate (15)
16. A.ount of Line 1ft taxable at Lineal/Class A rate (16)
17. AlIOUnt of Line 14 at Sibling rate (17)
18. Amount of Line 1ft taxable at Coll.teral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Nortgagas/Notes Racei vabla (Schedule D)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedula E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assats
(1)
(2)
(3)
(ft)
(5)
(6)
(7)
.00
.00
.00
.00
56 .241. 23
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/A~. Costs/Nisc. Expanses (Schedule H)
10. Debts/Mortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.antal Baquastsi Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
1l0)
81066.80
148.02
(11)
(12)
(13)
lift)
(Schedule oJ)
NOTE:
.00
481026.41
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
DATE
05-23-2006
08-21-2006
INTEREST/PEN PAID (-)
108.06
.00
ANOUNT PAID
21063.77
10.64-
tUlBER
CD006732
REFUND
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
cradi t to your account 1
s~it the upper portion
of this for. with your
tax payaant.
561241.23
R.?14 R?
481026.41
.00
481026.41
19 will
.00
21161.19
.00
.00
21161.19
21161.19
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $11 NO PAYNENTIS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)