HomeMy WebLinkAbout10-01-10NOTICE O.E INHERITANCE TAX pennsylvan~a ~
::~-P'T~1t~1~~$E~I`EN~',~'. i~'LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES {'< `
INHERITANCE TAX DIVISION , , U~ ' QFfDI,tC'~`TOI~S AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09) r
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HARRISBURG PA 17128-0601
~~~ ~~~' _ ~ ~ ~~: ~.}~ DATE 09-27-2010
ESTATE OF KLEIN HAROLD J
~~~~A~nF• DATE OF DEATH 07-31-2006
~~~~~~v;~ ~~~~~~~- FILE NUMBER 21 06-0729
~ ! 4,~C,1~ ~ ~-,~``~'r r`~ ~~; COUNTY CUMBERLAND
PETER LASSI ~,fP, :~~ ~ ACN 101
200 FINEVIEW RD APPEAL DATE: 11-26-2010
CAMP H I L L P A 17 011 (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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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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 0F: KLEIN HAROLD JFILE N0.:21 06-0724 ACN: 101 DATE: 09-27-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 15, 107.73 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) (5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
s. Total Assets C8) 15, 107.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) .0 0
12. Net Value of Tax Return (12) 15, 107.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 109, 385.53
NOTE: If an assessment was issuedpreviouslY, 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 09 .385.53 x 045 = 4, 922.35
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 4,922.35
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-26-2006 CD007357 212.13 4,030.38
06-23-2010 CD012974 14.75- 694.59
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-24-2010
TOTAL TAX PAYMENT 4,922.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 116.51
TOTAL DUE 116.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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