HomeMy WebLinkAbout01-25-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF' DEDUCTIONS AND ASSESSMENT OF TAX
01-21-2008
MARSHALL
01-21-2007
21 07-0121
CUMBERLAND
101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT P KLINE ,-
KLINE LAW OFFICf
PO BOX 461
NEW CUMBERLAND
PA 17070
*'
REV-15"i7 EX AFP C06-05}
ALICE
R
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARSHALL ALICE R FILE NO. 21 07-0121 ACN 101 DATE 01-21-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(9)
Cl O}
12.
13.
14.
Net Value of Tax Return
152,000.00
.00
.00
.00
37,807.93
3,313.77
28,112.81
(8)
16,795.76
3,206.48
(11 )
Cl2}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh 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
NOTE:
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
04-19-2007
10-26-2007
01-14-2008
Cl5)
Cl6)
Cl7)
Cl8)
RECEIPT
NUMBER
CD008063
CD008864
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (-)
263.16
.00
.00
Cl3}
Cl4}
.00 X
201,232.27 X
.00 X
.00 X
AMOUNT PAID
5,000.00
3,792.29
4.15
00 =
045 =
12 =
15 =
Cl9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
221,234.51
?0.00??4
201,232.27
.00
201,232.27
. 00
9,055.45
.00
.00
9,055.45
TOTAL TAX CREDIT 9,055.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.