HomeMy WebLinkAbout10-13-06
10-09-2006
KATTERMAN JR
01-30-2006
21 06-0360
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( 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
9~r_~~9~~_r~}~_~}~~------~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KATTERMAN JR THEODORE W FILE NO. 21 06-0360 ACN 101 DATE 10-09-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
~. ".
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,... ,... tiQ1~rOF,INHERITANCE TAX
Rt~~BHEN~tAL(OWANCE OR DISALLOWANCE
;:;;:;-OflDf;~CTJ:~AND ASSESSMENT OF TAX
~
~UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
2006 OCT I 3 Mi II: 09
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT K VARANO
COLE & VARANO LAW
110 SOAK ST
MOUNT CARMel
CLERI< OF
Q.Dp- '.1 ^ ~d'0. r.n,' IC1T
,. t 'W,I., 'J ~" .t .r,
CU~:+'-I'< . ,r, \::." 'JA
OFC
PA 17851
REV-1547 EX AFP (06-05)
THEODORE
W
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total OT ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate
16. A.ount of Line 14 taxable at Lineal/Class A rate
17. A.ount of Line 14 at Sibling rate
18. A.ount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
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)
(7J
.00
.00
.00
.00
31. 884.80
1. 434.39
31,537.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
4,343.50
.00
nl)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
64,856.19
4.343 50
60.512.69
.00
60,512.69
(5) .00 X 00 = .00
(6) 60,512.69 X 045 = 2,723.08
n7J .00 X 12 = .00
(8) .00 X 15 = .00
(9)= 2,723.08
TAX CREDITS:
" .._" ... .-. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-24-2006 CD006595 136.15 3,600.00
TOTAL TAX CREDIT 3,736.15
BALANCE OF TAX DUE 1,013.07CR
INTEREST AND PEN. .00
TOTAL DUE 1,013.07CR V
iii IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ D
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV.1470 EX (6-88: . ..
/~.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
THEODORE W KATTERMAN
FILE NUMBER
REVIEWED BY
John Kealy
ACN
2106-0360
101
ITEM
SCHEDULE NO.
G 1,2&
3
G 2
EXPLANATION OF CHANGES
Changed percent taxable to 100%. Accounts made joint by the decedent within a year of
death are fully taxable.
Two $3,000 exclusions have been applied to the value of this item. Section 9107 (c) (3)
of the 1995 Act provides that a transfer made within one (1) year of the death of the
transferor is subject to tax only to the extent that the value of the transfer exceeds
$3,000 during any calendar year.
ROW
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