HomeMy WebLinkAbout10-02-06
09-25-2006
BRETZ
06-22-2006
21 06-0721
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
~~!_~~9~~_!~J!_~J~~______~___!!!!!~_~g~!!_~g!!!g~_~g!_!g~!_!!~g!Pf__~____________________
REV-15~7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DONALD J FILE NO. 21 06-0721 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rr",("\.i"" .,..........
.,r-nry'r,cr. e: i", iiNOJICE OF INHERITANCE TAX
:"',['.)\Fl\)~l-li+..t,SEttENT I ALLOWANCE OR DISALLOWANCE
-,' (' ,,:-" n:: : OF 'n~DutTIONS AND ASSESSHENT OF TAX
r<;,:\J1,.;' l.-' ~ \..
P;,4 I'). 3f,
"'01 Z \"\ Ie... ... v
2uQfl Ul. . -
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES L KERN
KERN & COMPANY
2331 MARKET ST
CAMP HILL
en'! ("r
r.\ [1';\ ;r
'-,-, - '"~ t",,:....l\DT
nnQ'~~i':..N ....'! ......;\) ,l',\
C\}\~A::"~ ~,"'" ('(~ " ~)i~
PA 17011
ESTATE OF BRETZ
*'
REV-1547 EX AFP (06-05)
DONALD
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-25-2006
I~ an asseSSMent was issued previously, lines 1~, 15 and/or 16, 17, 18 and
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. ~unt of Line 14 et Spousal rate (IS)
16. ~unt of Line 14 taxable .t Line.l/Class A rate (16)
17. AIIount of Une 14 .t Sibling r.te ll7)
18. A.ount of Line 14 t.xable .t Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgagaslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Person.l Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(I)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
1.175.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. CostslHisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
111238.00
(9)
llO)
00
lll)
ll2)
ll3)
ll4)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
.00 X
AHOUNT PAID
DATE
NUttBER
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credi t to your eccount I
subait the upper portion
of this for. "ith your
tax payaent.
11175.00
11 . 238 no
101063.00-
.00
101063.00-
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
~
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDI"" (CRll YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)