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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
f'ifC:RDED 8:6ft(G~ elf" INHERITANCE TAX
:;,- fA!jl,pJ~~-I~EM~i'jf.", ~LLOWANCE OR DISALLOWANCE
j'!:,J<..o:Fi.iI)EDUcTJtblllS AND ASSESSMENT OF TAX
DATE 04-21-2008
ESTATE OF KaSSLER WILLIAM R
DATE OF DEATH 01-20-2008
FILE NUMBER 21 08-0122
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount 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 ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KaSSLER WILLIAM R FILE NO. 21 08-0122 ACN 101 DATE 04-21-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
200a APR 18 PH 12: 2 I
CLERK OF
ORPHAN'S COURT
elf l~ ,1.Di') , ('. 1\.. D^
J,\,':i......;! ',.,'j, I r.....
KATHLEEN TANNENBAUM
6110 SOMMERTON DR
MECHANICSBURG PA 17050
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
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
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
107,784.59
.00
.00
985.00
209.20
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
108,978.79
(9)
ClO)
6,240.90
1.711.66
(11)
Cl2)
Cl3)
Cl4)
7.91i~.1i6
101,026.23
2,000.00
99,026.23
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS.
Net Value of Estate Subject to Tax
NOTE:
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
99,026.23 X 045 = 4,456.18
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 4,456.18
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-05-2008 CDo09372 219.95 4,179.02
PAYMENT MUST BE MADE BY 10-20-2008*. TOTAL TAX CREDIT 4,398.97
BALANCE OF TAX DUE 57.21
INTEREST AND PEN. .00
TOTAL DUE 57.21
* 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.)
'"
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
William R. Kossler
FILE NUMBER
Sheila Megonnell
ACN
2108-0122
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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