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ESTATE OF KALDES JAMES
DATE OF DEATH 02-12-2009
~f-.~=r'~"~ ~~ FILE NUMBER 2l. 10-0977
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STEVE C NIC H~~A~S `E5Q'~'~~ ACN 1(11
APPEAL DATE: 06-24-2011
STE 37 (See reverse side under Objections )
2 215 F O R E S T
HBG H ILL S D R
PA 17112-1099 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_FOR_YOUR_RECORDS_ ~ ________
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: KALDES JAMES FILE N0.:21 10-0977 ACN: 101 DATE:
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED ___________
04-25-2011
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: T
2,823.62 credit o ensure proper
to your account,
2. Stocks and Bonds (Schedule B) (2)
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)___ .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4)~_ .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)_,__ •0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
cs) 2,823.62
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16,113.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
(11) 16, 113.21
11. Total Deductions
13,289.59-
12. Net Value of Tax Return (12)
(13) .0 0
Charitable/Governmental Bequests; Non-elected 9113 Trusts
13 (Schedule J)
. (14) 13,289.59-
14. Net Value of Estate Subject to Tax
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 ALL returns assessed to date.
ASSESSMENT OF TAX: 00
00 -
- .00
15. Amount of Line 14 at Spousal rate (15) ,
X
= 0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 04 5 .
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 .0 0
Amount of Line 14 taxable at Collateral/Class B rate (18)
18 _ •0 0 X 15 = .0 0
. (19)= .00
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTEI) AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~