HomeMy WebLinkAbout03-19-10NOTICE OF INHERITANCE TAX
~~' ' APPRA~~filol~l~'T`i ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,
INHERITANCE TAX DIVISION !. ~O~' DE11,4TC~,`ION$ AND ASSESSMENT OF TAX
PO BOX 280601 '~ i ~ { _
HARRISBURG PA 17128-0601 ~ ~`~ ~- `~'~ ~, ~ ~~
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ROBERT P KLINE ~;) ~ _ _ ;^ `~ ; ~~,
KLINE LAW OFFICE
PO BOX 461
NEW CUMBERLAND PA 17070
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-].547 EX AFP C12-09)
DATE 03-15-2010
ESTATE OF CLARKE VINCENT P
DATE OF DEATH 05-31-2009
FILE NUMBffR 21 09-0729
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(See reverse side under Objections)
Amount Regnitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGIS~"ER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YO
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAIS
DISALLOWANCE OF DEDUCTIONS AND ASS
ESTATE OF: CLARKE VINCENT PFILE N0.:21 09-0729 R RECORDS ~ _
MENT, ALLOWANCE
SSMENT OF TAX
F ACN: 101 _______________
OR
DATE: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,0 0 0.0 0
6. Jointly Owned Property (Schedule F) (6) ; 130, 073.74
7. Transfers (Schedule G) (7) 5, 545.17
8. Total Assets C8) 140 , 618.91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cy) ~ 4,3 0 5.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 4,305.67
12. Net Value of Tax Return C12) 136, 313.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 136,313.24
NOTE: If an assessment was issued previously, lines 14, ~5 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Lfne 14 at Spousal rate C15) 36,313.24 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0
17. Amount of Lfne 14 at Sibling rate C17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= .0 0
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
BALIYNCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~%~ ^