HomeMy WebLinkAbout02-29-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"NOTICE OF INHERITANCE TAX
AP~RAISE~ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
jDATE 02-26-2008
ESTATE OF KLUTAS EDNA M
DATE OF DEATH 09-09-2007
FILE NUMBER 21 07-0830
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 KLUTAS EDNA M FILE NO. 21 07-0830 ACN 101 DATE 02-26-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
(~9 r'
I?
fl_. .
r,
STEPHEN L BLOOM ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
, 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13.
14.
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
344,771.30
.00
.00
42,850.26
.00
.00
(9)
ClO)
17,682.59
3.500.71
(11)
Cl2)
Cl3)
Cl4)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE:
REV-1547 E~ AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
387,621.56
?1.183.30
366,438.26
36,057.51
330,380.75
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-13-2007
RECEIPT
NUMBER
CD008950
DISCOUNT (+)
INTEREST/PEN PAID (-)
2,477.86
Cl5)
Cl6)
Cl7)
Cl8)
.00
.00
.00
330,380.75
X 00
X 045 =
X 12
X 15
Cl9)=
.00
.00
.00
49,557.11
49,557.11
AMOUNT PAID
47,079.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
49,557.11
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ,.1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)