HomeMy WebLinkAbout04-05-10.r
+-~ ~ ~'•,` NOs~~;~'~t~F INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~tP~'~t'AISE~J~4V,'~-~,-,ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i°;i_t_,zQ~:_DEDUCT~IONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601
~~iQ ~P~- _5 ~~ ~~ ~$ DATE 03-29-2010
ESTATE OF KLINE SHEILA A
GL~~~`~ fv'~ DATE OF DEATH O1 -23-2009
Q~~~I`'ti+• ~ t,u~~~ FILE NUMBER 21 09-0291
PATRICIA R BROWN ES~~~~;r ` ~# } '~a' ~, '~ ~ ~~ COUNTY CUMBERLAND
ACN 101
SALZMANN HUGHES APPEAL DATE: 05-28-2010
354 ALEXANDER SPR DR (See reverse side under Objections)
CARLISLE PA 17015 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _____
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: KLINE SHEILA AFILE N0.:21 09-0291 ACN: 101 DATE: 03-29-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To e
2. Stocks and Bonds (Schedule B) C2)
.Q Q nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4)
0 0 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
9,7 0 6.4 3 tax payment.
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 9.706.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6,0 9 7.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.2 5 4.4 4
11. Total Deductions C11) 7,351.67
12. Net Value of Tax Return C12) 2, 354.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 2, 354.76
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 C15) .0 0 X 0 0 =
0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7 . ~4 . 76 x 045 .
= 105
96
17. Amount of Line 14 at Sibling rate C17) 0 0 X 12 .
=
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .
.0 0 X 15 .0 0
= .0 0
19. Principal Tax Due
TAX CREDITS: C19) = 105.96
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 04-13-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 105.96
INTEREST AND PEN. 2,20
TOTAL DUE 108.16
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~ ~~
REV-1470 EX (01-10) ` - •
~ enns lvan~a INHERITANCE TAX
p Y
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Kline, Sheila A. 2109-0291
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Changed tax rate from 0 percent to 4.5 percent since a mother is a lineal beneficiary.
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