HomeMy WebLinkAbout10-31-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Dr:('npnrn~. ()r-~. ,I~.~. OF INHERITANCE TAX
. I:_UU :~ Rm~M'1 ALLOWANCE OR DISALLOWANCE
..y I~' F' irebUttmNS AND ASSESS"ENT OF TAX
-..... ....",__ '
10-02-2006
LOPEZ
07-04-2005 .
21 05-0671
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
A.ount Remitted 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELEANOR M FILE NO. 21 05-0671 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZII0601
HARRISBURG PA 171ZII-0601
200G OCT 3 I
AM \0: 2 I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN F KING ESQ
FRIEDMAN I KING
PO BOX 984
HBG
C' EpLl e'll='
'l-' 'of\ II
ORpUM."C ,~r"IPT
r 1-i-' I ... ..J \.,..I\.~)\.J! \
CUI..lr,...~.". ". '.~ ....r'... n.~
,'i... .' :' , . ""t\
PA 17108
ESTATE OF LOPEZ
.
REV-1547 EX AFP (06-05)
ELEANOR
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-02-2006
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schadula A)
2. stocks and Bonds (Schadula B)
3. Closaly Hald Stock/Partnarship Intarast (Schadula C)
It. ~rtpgas/Notas Racaivabla (Schltdula D)
5. c.shlBank Daposits,"isc. Parsonal Proparty (Schadula E)
6. Jointly Ownad Proparty (Schadula F)
7. Transfars (Schadula G)
8. Total Assats
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral EXPansas/A~. Costs/"isc. EXPansas (Schadula H)
10. Dabts/~rtgaga Liabilitias/Lians (Schedula I)
11. Total Deductions
12. Hat Valua of Tax Raturn
13. Charitabla/Govar~tal Baquastsj Non-alacted 9113 Trusts
lit. Nat Value of Estate Subjact to Tax
(1)
(2)
(3)
(It)
(5)
(6)
(7)
(9)
(10)
.00
282.367.57
.00
.00
93.802.32
48.886.15
661748.85
(8)
251353.19
3.481. 38
(1)
(2)
(3)
UIt)
(Schedule .J)
I~ an assess.ent was issued previously. lines 14. 15 and'or 16. 17. 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. ~unt of Line lit at Spousal rata (15)
16. Amount of Lina lit taxable at Linaal/Class A rata (16)
17. ~ount of Lina lit at Sibling rata (17)
18. AlIOunt of Una lit taxable at Collataral/Class B rate (8)
19. Principal Tax Due
NOTE:
NUMBER
CD007117
INTEREST/PEN PAID (-)
.00
DATE
08-16-2006
.00 X
4621970.32 X
.00 X
.00 X
AtIOUNT PAID
201833.66
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-17-2006 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account 1
~it the upper portion
of this fo~ with your
tax payllant.
4911804.89
28.834.57
4621970.32
.00
4621970.32
19 will
00 =
045 =
12 =
15 =
.00
201833.66
.00
.00
201833.66
(9)=
201833.66
.00
536.01
536.01
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.
( IF TOTAL DUE IS LESS THAN $11 NO PAVltENT IS REClUIRED. ~.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)