HomeMy WebLinkAbout11-14-06
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COMMONWEALTH OF PENNSYLVANIA
Pi-/'"'or,;jr-n._.:_DEPARTMENT OF REVENUE
J.:;,~~,~~~<~U Oi.:C~611:1:CE OF INHERITANCE TAX
iit:) I, i- ':::: KP."~;tS~ENT, ALLOWANCE OR DISALLOWANCE
- I \./IoF'DEDDCTIONS AND ASSESSMENT OF TAX
11-06-2006
LAFFERTY
12-29-2005
21 06-0040
CUMBERLAND
101
APPEAL DATE: 01-05-2007
( See reverse side under Objections)
A.ount Re.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 .....
Riv:i54;-iX-AFP~(03:o5i-NOTi i-OF-iNHiRiTANCE-TAX-APPRAisEMENT~-AiioWANCi-OR---------------
DISAL OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
D ROTHY K FILE NO. 21 06-0040 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
2006 NO 14 PH 1: 10
CL RK OF
ORP/-l 's "OURT
CUMBERUif,trYco PA
ELYSE E ROGERS ESQ "
KEEFER ETAL
415 FALLOWFIELD
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
APPROVED DEDUCTIONS AND EXEM TIONS:
9. Funeral Expensas/A~. Costs Misc. Expansas (Schadule H)
10. Debts/Mortgage Liabilitias/ iens (Schedule I)
11. Totel Deductions
12. Hat Value of Tax Raturn
13. Charitable/Gover~tal aquasts; Non-elacted 9113 Trusts (Schedula J)
14. Hat Valua of Estata Subj t to Tex
If an assesSBent 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:
15. AaDunt of Line 14 et Spousa
16. AaDunt of Lina 14 taxabla a
17. A.ount of Line 14 at Siblin
18. AaDunt of Line 14 taxabla a
19. Principal Tax Due
S:
ESTATE OF LAFFERTY
RN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTUR INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BA ED ON: ORIGINAL RETURN
1. R..l Est.ta (Schedule A)
2. Stocks and Bonds (Schedula )
3. Closely Held Stock/Partner ip Intarast (Schedula C)
4. HortgagaslNotas Racaivabla (Schedula D)
S. CashlBank DapositslHisc. Pa sonal Proparty (Schedule E)
6. Jointly Owned Proparty (Sch la F)
7. Tr.nsfars (Schedula G)
8. Tot.l Assats
NOTE:
rata
Lineal/Class A rata
rata
Collatarel/Class B rate
DATE
03-24-2006
09-25-2006
NUHBER
CD006475
CD007254
INTEREST/PEN PAID (-)
2,631.58
.00
. IF PAID AFTER DATE INDICATED, SEEiREVERSE
FOR CALCULATION OF ADDITIONAL INT~REST.
( ) CHANGED
U)
(2)
(3)
(4)
(5)
(6)
(7)
215,000.00
191.533.98
.00
.00
309.033.89
8.862.09
488,630.03
(8)
(11)
(12)
(3)
(14)
00 =
045 =
12 =
15 =
(19)=
'*
REV-1541 EX AFP (06-05)
DOROTHY
K
(9)
(10)
33,413.09
DATE 11-06-2006
NOTE: To insura proper
credi t to your account,
subait the uppar portion
of this for. with your
tax pay_nt.
1,213,059.99
4~.414 67
1,169,645.32
.00
1,169,645.32
19 will
.00
52,634.04
.00
.00
52,634.04
52,634.04
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT 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.)
10.001. 58
US)
(6)
(17)
(8)
.00 X
1,169,645.32 X
.00 X
.00 X
AttOUNT PAID
50,000.00
2.46
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE