HomeMy WebLinkAbout12-15-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~~~ ~f INHERITANCE TAX
pl=r~~~.H~N,t. iAtLOWANCE OR DISALLOWANCE
. 'l;.,';\-;.: ~~lr;f~!~(j(:;J!~O~ AND ASSESSMENT OF TAX
bC\J\.:)\:-' 1>'-" :,._L.
'*
REV-1547 EX AFP (06-05)
DATE 12-11-2006
ESTATE OF KLEIN HAROLD J
DATE OF DEATH 07-31-2006
FILE NUMBER 21 06-0729
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-09-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KLEIN HAROLD J FILE NO. 21 06-0729 ACN 101 DATE 12-11-2006
lOOt) nEe \ 5 M" \\: 32
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL
CLERK Of
ORP\j~J,\'S C9\~Ri p
CU\/:c, ' I /\
PA 17011
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
108.686.87
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
108,686.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
12,585.85
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
1.823.22
CI1)
CI2)
CI3)
CI4)
14.409.07
94,277.80
.00
94,277.80
NOTE: If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
CIS) .00 X 00 .00
CI6) 94,277.80 X 045 = 4,242.50
CI7) .00 X 12 = .00
CI8) .00 X 15 = .00
CI9)= 4,242.50
TAX CR~DITS'
PAYMENT RECEIPT Dl::iCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-26-2006 CD007357 212.13 4,030.38
TOTAL TAX CREDIT 4,242.51
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
TOTAL DUE .0ICR
* 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)