HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - ~ AP~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2fl06D1 _ _ ,
HARRISBURG PA 17128-0601
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MURREL R WALTEI~IP'~II ESQ ' P'`•`
54 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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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 KLUTZ CELIA J FILE NO. 21 07-1143 ACN 101 DATE 05-26-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
C3) of thSs form with your
C4) .00 tax payment.
c5) 180, 148.87
c6) .00
~7) .00
ca) 180, 148.87
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,182.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage LiabilitiesJLiens (Schedule I) C10) 33.38
11. Total Deductions C11) 9.215.88
12. Net Value of Tax Return (12) 170,932.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 170,932.99
NOTE: 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 (15) • 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 170 , 932.44 X 045 = 7 , 691.98
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19 Principal Tax Due c19)= 7, 691 .98
. T T [. .
PAYM NT~V
DA•fE ECEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID (-) AMOUNT PAID
03-07-2008 CD009388 384.60 7,307.38
TOTAL TAX CREDIT 7,641.98
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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REV-1547 EX AFP C06-D5)
DATE 05-26-2008
ESTATE OF KLUTZ CELIA J
DATE OF DEATH 12-11-2007
FILE NUMBER 21 07-1143
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-25-2008
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD: