HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~~',r-zyQTICE OF_INHERITANCE TAX
INHERITANCE TAX DIVISION - ~~'~~X.~~.+ ~I~'~~;~OWANCE OR DISALLOWANCE
U~~-DE~UCT,kOM AND ASSESSMENT OF TAX '
PO BOX 280601 I ,_
HARRISBURG PA 17128-0601 '' ~~ '1.4_.r REV-1547 EX AFP (06-05)
~~~~ ~~~~ _ r r~ ~~' 3~ ESTATE OF KLEINFELTER R J
DATE OF DEATH 01-15-2008
C~~~~ Cr FILE NUMBER 21 08-0086
~t~~~~'~ S C~)i.,4~3T COUNTY CUMBERLAND
EDMUND G MYERS (`,~f~j;;~-~;'=~L_;f',,y~; ~^~ r~~ ACN 101
JOHNSON ETAL APPEAL DATE: 01-02-2009
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043 Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS F~
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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 KLEINFELTER R J FILE N0. 21 08-0086 ACN 101 DATE 11-03-2008
TAX RETURN WAS: C 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 19,926.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 254,085.56
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) I7) 199,943.22
s. Total Assets Ig) 473, 955.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
30,932.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,360.31
11. Total Deductions C11) ~;. 9 .7.0
12. Net Value of Tax Return (12)
440,662.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14)
440,662.18
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) 440,662.18 X 045 = 19,829.80
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 19,829.80
TAY rRFi1TTSe
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-10-2008 CD009539 842.11 16,000.00
07-28-2008 CD010071 .00 2,987.69
TOTAL TAX CREDIT 19,829.80
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 $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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