Loading...
HomeMy WebLinkAbout07-13-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -'r.,~;-.-.':" (~.:';N:r,H'rqEoF INHERITANCE TAX -"AFiPRAIiSE;kiNT, ALLOWANCE OR DISALLOWANCE OF bEaUCTIbNS AND ASSESSMENT OF TAX DATE 07-02-2007 ESTATE OF KAHLER FLORENCE A DATE OF DEATH 08-03-2006 FILE NUMBER 21 06-0701 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-31-2007 ( See reverse side under Objections) Amount Remittedl 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KAHLER FLORENCE A FILE NO. 21 06-0701 ACN 101 DATE 07-02-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN PO BOX 2B0601 HARRISBURG PA 17128-0601 ZOU1 JUL 13 Ph 12: 35 Of1rJi-:'~' !, STEPHEN L BLOOM ESQ CL ' 2100 LONGS GAP RD CARLISLE PA 17013 REV-1547 EX AFP (06-05) TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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 .00 50.54 .00 .00 13,566.76 .00 5,458.36 (8) 19,075.66 (1) (2) (3) (4) (5) (6) (7) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. 13. 14. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate Net Value of Estate Subject to Tax NOTE: 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DATE NUMBER rate Collateral/Class B rate DISCOUNT (+) INTEREST/PEN PAID (-) IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (9) CI 0) 15,388.50 4.908.04 CI1) CI2) CI3) CI4) ?0.?96.">4 1,220.88- . 00 1,220.88- CIS) CI6) CI7) CI8) .00 X .00 X .00 X .00 X .00 .00 .00 .00 .00 00 045 _ 12 15 CI9)= AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE d\V\ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)