HomeMy WebLinkAbout04-24-06
04-24-2006
KLINE
11-15-2005
21 05-1068
CUMBERLAND
101
APPEAL DATE: 06-23-2006
(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-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ETHEL M FILE NO. 21 05-1068 ACN 101
aUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
'0 BOX 280601
iARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
np::i('C (<NOTICE OF INHERITANCE TAX
I':::.AI'~RAISEMENT, ALLOWANCE OR DISALLOWANCE
. :,/. ',OF<.DEDUCTIONS AND ASSESSMENT OF TAX
Z006 APR 24 PM 3: 59
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
cu~mr.pf M,;r\ rYI pA
CARL G WASS ESlf I'/lu". ,I,:"",) ''''...-. ,h
CALDWELL & KEARNS
3631 N FRONT ST
HBG
PA 17110
ESTATE OF
KLINE
REV-1547 EX AFP (06-05)
ETHEL
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 04-24-2006
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
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
.00 X 045 = .00
.00 X 12 = .00
15,839.39 X 15 = 2,375.91
(19)= 2,375.91
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
76,146.57
.00
.00
(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)
9,318.22
3,472.96
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
76,146.57
12.791 18
63,355.39
47,516.00
15,839.39
,u......... l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-27-2006 CD006385 .00 2,375.91
TOTAL TAX CREDIT 2,375.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 I~
II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE ~;_~~~~~~!;~_:~~A:::~;~~~~~T~~;)~~~~~~~~~_BE ~~:
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE
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