HomeMy WebLinkAbout09-02-05
09-05-2005
TASSEFF
04-12-2002
21 05-0160
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REV:is4;-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY FILE NO. 21 05-0160 ACN 101
BUREAU OF INDIVIDUAL T~~(
INtERITANCE TAX DIVISION ',= -'
PO BOX 280601 . - "
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
en c,-. _ ,__ _ _ NOTICE OF INHERITANCE TAX
IHA:U "-,,dCi: A~"RAISEHENT, ALLOIlANCE OR DISALLOIlANCE
DF DEDUCTIONS AND ASSESSHENT OF TAX
"""'f'\;" ('.....,..."
''''', ,'_'0 -2
'~'~'''..J '..' ,__ i _
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PH !2: ! 2
CLl:~i<
C'::._'
ROBERT P K!;INE
KLINE LAW OFFICE
PO BOX 461
NEW CUMBERLAND
r::T
PA 17070
ESTATE OF TASSEFF
*'
REV-1547 EX AFP (06-05)
MARY
TAX RETURN liAS: (X I ACCEPTED AS FILED
I CHANGED
DATE 09-05-2005
If an asseSSBent was issued previously, lines 14, 15 and,or 16, 17, 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Aaount of Line 14 at Spousal rat. (15)
16. Aaount of Line 14 taxable at Lineal/Class A rat. (16)
17. Aaount of Line 14 at Sibling r.t. (17)
18. A.aunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estat. (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
ti. MortgBges/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Tot.l Assets
III
(21
(31
(41
(51
(61
(7)
21.500.00
807.36
.00
.00
6.658.35
433.35
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A_. Costs/Hlsc. Expanses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Ch.riteble/Gover~ental Bequests; Non-elected 9113 Trusts (Schedule J)
1ti. Net Value of Estate Subject to Tax
(91
llBI
25,021.60
108.148.48
1111
1121
1131
1141
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credl t to your acco...,t I
sub.it the upper portion
of this for. with your
tax pay_nt.
29,399.06
1:0;:0; .170 08
103,771.02-
.00
103,771. 02-
19 w:UI
1191=
.00
.00
.00
.00
.00
TAX CR"DIT~:
,+, AIlOUNT PAID
DATE NutlBER INTEREST/PEN PAID (-I
TOTAL TAX CREDIT .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" (CRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTTDNS_l