HomeMy WebLinkAbout07-30-07
07-23-2007
KIME
09-10-2006
21 06-0842
CUMBERLAND
101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,..._~, '~I~~ ,OF INHERITANCE TAX
I' . APPRAUJlMENT,ALLOWANCE OR DISALLOWANCE
-' OF'DEDUCT!O,NS AND ASSESSMENT OF TAX
~
DEBRA K WALLET
D K WALLET LAW
24 N 32ND ST
CAMP HILL
20Ul JUL 30 Pr\ \: 24
CLERK Of
ORPHpN:S COum
OJ\!'.' . r.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
OFCS
PA 17011
.
REV-1547 EX AFP (06-05)
DALE
J
TO:
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 KIME DALE J FILE NO. 21 06-0842 ACN 101 DATE 07-23-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
S.
6.
7.
8.
(1)
(2)
(3)
(4)
(S)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9)
(10)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
.00
1,506.75
.00
.00
131,862.19
5,197.10
14,125.71
(8)
12,337.40
148.42
(11)
(12)
(13)
(14)
(1S)
(16)
(17)
(18)
.00
140,205.93
.00
.00
X DO =
X 045 =
X 12 =
X 15 =
19. Principal
TAX CREDITS:
PAYMENT
DATE
12-01-2006
07-16-2007
Tax Due
RECEIPT
NUMBER
CD007496
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
315.46
.00
AMOUNT PAID
6,000.00
6.19-
(19)=
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
152,691.75
1".481>.8"
140,205.93
.00
140,205.93
.00
6,309.27
.00
.00
6,309.27
6,309.27
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)