HomeMy WebLinkAbout02-29-08
02-26-2008
KLINGER
03-17-2007
21 07-0279
CUMBERLAND
101
APPEAL DATE: 04-26-2008
( See reverse side under Objections)
Amount Re.i tted I 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 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ItOTLCE~ OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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RALPH A WAKEFIELD
116 BRINDLE RD
MECHANICSBURG
PA 17055
'*
REV-1547 EX AFP (06-05)
RUSSEL
E
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 KLINGER RUSSEL E FILE NO. 21 07-0279 ACN 101 DATE 02-26-2008
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL 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
TAX CREDITS:
PAYMENT
DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks a~d 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)
(7)
. DO
.00
.00
. DO
7,640.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
1,522.00
(9)
(0)
35.527.00
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
(1)
(2)
(3)
(4)
NOTE:
RECEIPT
NUMBER
OS) .00 X DO
(6) .00 X 045 =
(7) .00 X 12
(18) .00 X 15
(9)=
AMOUNT PAID
DISCOUNT (+)
INTEREST/PEN PAID (-)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
7,640.00
37.049.00
29,409.00-
.00
29,409.00-
.00
.00
.00
. DO
.00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
r\
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. l)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.