HomeMy WebLinkAbout05-28-10 (2)NOTICE OF INHERITANCE TAX pennsy van~a ~
]4~~f~~4~I`SEME~T{i`" `LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ,~
INHERITANCE TAX DIVISION _ OF'~ D~DU,CT~:~ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 `''~ '
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HARRISBURG PA 17128-0601
~~~i~AY ~8 Pik i~ {rj DATE 05-24-2010
ESTATE OF KLINE JEAN K
~~~K ~~. DATE OF DEATH 05-11-2009
FILE NUMBER 21 09-0495
~RP~~~ v~~RT COUNTY CUMBERLAND
ROBERT R BLACK (;~~~?~~~ /-~+?\r,~ ~~;~ , PA ACN 101
36 S HANOVER ST APPEAL DATE: 07-23-2010
CARL I SL E PA 17 013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLINE JEAN KFILE N0.:21 09-0495 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) C1) 144, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 77, 760.63 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) 52,534.81
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 87, 973.11
8. Total Assets (B) 362 , 268 .55
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 21,616.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28 9.3 9
11. Total Deductions C11) 21,905.09
12. Net Value of Tax Return C12) 340,363.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 340,363.46
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) 340.363.46 x 045 = 15,316.36
17. Amount of Line 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 C19)= 15, 316.36
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-06-2009 CD011578 526.32 10,000.00
01-22-2010 CD012272 .00 4,790.06
TOTAL TAX PAYMENT 15,316.38
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
* 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.
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