HomeMy WebLinkAbout08-08-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT P KLINE ^_~ "~ "1 - ~~
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KLINE LAW OFFICE
PO BOX 461
NEW CUMBERLAND PA 17070
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,. NOTICE OF INHERITANCE TAX
'''APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 08-04-2008
ESTATE OF OSNER NORMA J
DATE OF DEATH 09-07-2007
FILE NUMBER 21 07-0845
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C0 COURT HOUSE
CARLISLE, PA, 17013
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CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS !--
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ,ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OSNER NORMA J FILE N0. 21 07-0845 AGN 101 DATE 08-04-2008
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) (1) 155,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 33, 113.55
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,223.18
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 11 , 720.19
8. Total Assets (g) 207,D56.92
APPRDVED DEDUCTIONS AND EXEMPTIONS:
14,585.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.317.21
11. Total Deductions (11) 16.902.21
12. Net Value of Tax Return (12) 190,154.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 190, 154.71
NOTE: If an assessment was issued previously, l ines 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 C15) •00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 190,154.71 X 045= 8,556.96
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (ly)= 8,556.96
Tex rocnrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
05-05-2008 CD009661 .00 8,556.96
TOTAL TAX CREDIT 8,556.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIIE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $lr NO PAYMENT IS REQUIRED. ""`~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,)