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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.-~,r'r'\CT' r1fl(j;(rSti'~ INHERITANCE TAX
;:;!J'l,)~PRWI!tt1~~:r, ,.ALLOWANCE OR DISALLOWANCE
.-\ (' !COF:OEDUtiiIJUiS AND ASSESSMENT OF TAX
\~.t<J,"~; L-' i \"." '
*'
DATE 04-14-2008
ESTATE OF KLAIN PHYLLIS M
DATE OF DEATH 05-08-2007
FILE NUMBER 21 07-0482
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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 KLAIN PHYLLIS M FILE NO. 21 07-0482 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LOUIS R MARTIN ESQ
214 STATE ST
HBG
70na APR \ 8 PM \2: 22
CLERK OF
ORPHAN'S CQ~(:{f 0
C\\'.H!,::r~)\ n-\[; (-... ,A
\ \\r :':,'_ i'",,; ~
PA 17101
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
175,000.00
38,481.46
.00
.00
6,076.62
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
219,558.08
(9)
(10)
33,185.09
1.625.93
(11)
(12)
(13)
(14)
34.811.0:;1
184,747.06
.00
184,747.06
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
08-03-2007
NOTE:
RECEIPT
NUMBER
CDo08503
DISCOUNT (+)
INTEREST/PEN PAID (-)
415.68
(15)
(16)
(17)
(18)
.00
184,747.06
.00
.00
.00
8,313.62
.00
.00
8,313.62
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
8,721.00
TOTAL TAX CREDIT 9,136.68
BALANCE OF TAX DUE 823.o6CR
INTEREST AND PEN. .00
TOTAL DUE 823.o6CR
( 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.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.