HomeMy WebLinkAbout06-02-06
05-29-2006
KUNTZ SR
01-16-2006
21 06-0085
CUMBERLAND
101
APPEAL DATE: 07-28-2006
( See reverse side under Objections)
Amount Remittedl 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-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN W FILE NO. 21 06-0085 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NGTICEOF INHERITANCE TAX
APP~AISE~ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DALE F SHUGHART JR ESQ
10 W HIGH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
KUNTZ SR
REV-1547 EX AFP (06-05)
JOHN
W
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 05-29-2006
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:
15. Amount of Line 14 at Spousal rate (15)
10. Amount of Line 14 taxable at Lineal/Class A rate (10)
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
62,551.47 X 045 = 2,814.82
.00 X 12 = .00
.00 X 15 = .00
(19)= 2,814.82
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)
o. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(0)
(7)
.00
.00
.00
.00
110,662.39
.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)
17,263.49
30.847.43
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
110,662.39
48.110.92
62,551.47
.00
62,551.47
.
. ... ,',.... I / ~..;M..B..~R l+J AMOUNT PAID
DATE INTEREST/PEN PAID (-)
04-07-2006 J CD006534 140.74 2,674.08
TOTAL TAX CREDIT 2,814.82
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" (CR), YOU MAY BE ~uJ "\.J:
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