HomeMy WebLinkAbout10-13-06
10-09-2006
ZUG
02-01-2006
21 06-0300
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE~ PA 17013
9~!_~~9~~_!~~~_~~~~______~___~~!!!~_~g~~~_~g~!!g~_Eg~_yg~~_~~9g~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IRMA R FILE NO. 21 06-0300 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,~M'C-,''',':-' ~1J:fl1E iaf INHERITANCE TAX
U:-t,(~FiPW~~~wt; ALLOWANCE OR DISALLOWANCE
""-(OF 1)EDUCT;I:OltlS AND ASSESSMENT OF TAX
l~. .,'0. .- " ,
(0"1" I. ')
lOGo.)!.!1 .,J
MiI\: \0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
Di:-
l.' \
PA 17013
ESTATE OF
ZUG
REV-1547 EX AFP (06-05)
IRMA
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-09-2006
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A_ount of Line 14 at Spousal rate (15)
16. A_ount of Line 14 taxable at Lineal/Class A rate (16)
17. A_ount of Line 14 at Sibling rate (17)
18. A_ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
356~695.oo X 045 = 16.051. 00
.00 X 12 = .00
.00 X 15 = .00
(19)= 16~051.oo
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
401.794.00
.00
.00
.00
698.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad_. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernBental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
39~172.oo
6.625.00
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account~
sub_it the upper portion
of this for_ with your
tax pay_ent.
402.492.00
45.797 00
356~695.oo
.00
356~695.oo
TAX CREDITS:
, ~...-... l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-02-2006 CDo06646 .00 15.918.00
09-01-2006 CDoo717o .00 133.00
TOTAL TAX CREDIT 16 ~ 051. 00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~"
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)