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HomeMy WebLinkAbout04-05-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX ~~A'~~!'I~]4~5~1M~~V'.~,(~;l4LLOWANCE OR DISALLOWANCE - OF HEDU¢T~6TNS AND ASSESSMENT OF TAX ~~~o ~~~ -~ ~ ~~ ~~ ~`[ [~, ~~ ~,,,~ ~ n 1 r^ 1 BRUCE J WARSHAWSKY V~,J1~', 'r r~ p ~ {~,~ n\-~ . CUNNINGHAM 8~ CHERNICOFF 2320 N 2ND ST HARRISBURG PA 17110 pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 03-29-2010 ESTATE OF KLEEMAN BRYAN A DATE OF DEATH 09-30-2005 FILE NUMBER 21 07-0816 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-28-2010 (See reverse side under Objections) 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 ~ _ REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KLEEMAN BRYAN AFILE N0.:21 07-0816 ACN: 101 _______________ OR DATE: 03-29-2010 TAX RETURN WAS: (X) 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) C2) .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) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .0 0 8. Total Assets (8) .0 0 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 4 7 6.9 S 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) 476.98 12. Net Value of Tax Return C12) 476.98- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax C14) 476.98- 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 C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) _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 (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE 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. ~~