HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r+r•_ ~}7,ILLC__E, AF,.,LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '. ~ APf'RAi'~N1E~1~T'~ ;ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION :,_-;p~,--BEDI~CT~,Qi~S ;AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ " '`' ' ~ i ' ~"~ ~ ~~ REV-1547 EX AFP (01-09)
~~~9 ~~~ I ~ ~,~; ~~ DATE 04-06-2009
ESTATE OF BRINLEY WILLIAM S
DATE OF DEATH 02-15-2008
(~LCR~ ~~ FILE NUMBER 21 08-0213
D~~PNJ~~' ~~, (,(~iJRT COUNTY CUMBERLAND
ROBERT P KLINE ~~~°(`?`~? ^ i'~. ;"'ice) ~A ACN 101
KLINE LAW OFFICE APPEAL DATE: 06-05-2009
P 0 BOX 4 61 (See reverse side under Objections
NEW CUMBERLAND PA 17070 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 !-~ ______________
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRINLEY WILLIAM S FILE N0. 21 08-0213 ACN 101 DATE 04-06-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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
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
~1) 110,000.00 NOTE: To insure proper
~2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
I5) 20.842.39
c6) .00
~7) 65, 010.00
~$) 195,852.39
24,294.36
C9)
clo) 74.885.05
C11) 99.179.41
c1z) 96,672.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13)
(14)
.00
96,672.98
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) 96,672.98 X 045 = 4,350.28
17. Amount of Line 14 at Sibling rate 117) .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)= 4,350.28
rex rvrnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-14-2008 CD010528 .00 4,350.28
TOTAL TAX CREDIT 4,350.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)