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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
04-10-2006
KLINE
02-13-2005
21 05-0231
CUMBERLAND
101
APPEAL DATE: 06-09-2006
( See reverse side under Objections)
Amount Remitted I 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:is47-Ex-AFP-ioj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE E FILE NO. 21 05-0231 ACN 101 DATE 04-10-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
aUREAU OF INDIVIDUAL TAXES
[NHERITANCE TAX DIVISION
'0 BOX 280601
iARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THOMAS J AHRENS
AHRENS LAW OFFICE
5521 CARLISLE PIKE
MECHANICSBURG PA
17050
ESTATE OF
KLINE
REV-1S47 EX AFP (06-05)
GEORGE
E
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
162,154.46
.00
253,696.17
(8)
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
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
30,509.67
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
415,850.63
32.332 10
383,518.53
.00
383,518.53
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
383,518.53 X 045 = 17,258.34
.00 X 12 = .00
.00 X 15 = .00
(19)= 17,258.34
1.822.43
(11)
(12)
(13)
(14)
.
~ ,..~. / ,,~"'....... {+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-12-2005 V CD005325 842. 11 16,000.00
02-03-2006 CD006292 .00 290.19
INTEREST IS CHARGED THROUGH 04-25-2006 TOTAL TAX CREDIT 17,132.30
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 126.04
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.41
TOTAL DUE 133.45 1,/
It IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DIll::..
-
0,
:j;
A Rl=l='lJNn c::.a::1: Dl:lIJ:'DC::C ~TnC' "I:' TUTt" r-nnu .......... .....__.....____u_ '
REV'.470 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
DECEDENT'S NAME
KLINE, George
FILE NUMBER
Kathy Leo
ACN
2105-0231
101
REVIEWED BY
ITEM
SCHEDULE NO.
H 87-5
EXPLANATION OF CHANGES
The deductions claimed for expenses related to property outside Pennsylvania have been
disallowed. Debts secured by property situated outside of Pennsylvania are not allowable
for Pennsylvania purposes, unless the secured debt exceeds the value of the property.
5 The deductions claimed for expenses related to property outside Pennsylvania have
been disallowed. Debts secured by property situated outside of Pennsylvania are not
allowable for Pennsylvania purposes, unless the secured debt exceeds the value of the
property.
ROW
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