HomeMy WebLinkAbout05-09-11 (2)NOTICE OF INHERITANCE TAX
r~-,~;~P.R.A~.SF~I ,.. ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES r-f{ ~•~I i ~~-
INHERITANCE TAX DIVISION OF DEiT~°U ONS AND ASSESSMENT OF TAX
PO BOX 280601 r< _I^ 1. `~ C~
HARRISBURG PA 17128-0601 -`°~~
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AARON C JACKSON ~~~ir'~.~::~~,~~,r;P`'1:~' ~~'L~~„ Pty,
PO BOX 889
111 N FRONT ST
HARRISBURG PA 17108-0889
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 04-25-2011
ESTATE OF KLAUS HELMUT
DATE OF DEATH 04-30-2010
FILE NUMBER 21 10-0770
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-24-2011
(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 C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLAUS HELMUT FILE N0.:21 10-0770 ACN: 101 DATE: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,809.71
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 185, 643.82
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t
l A
T
t c8) 200 , 453.53
8. sse
s
a
o
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,8 9 0.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6,5 7 7.2 6
(11) 10,4b7.50
11. Total Deductions C12) 189,986.03
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J7~ C13) .0 0
4 f Estate Subject to Tax
N
t V
l (14) 189,986.03
.
1 ue o
e
a
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 d ate.
ASSESS MENT 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 C16) 189.986.03 X 045 = 8,549.37
17. Amount of Line 14 at Sibling rate (17) .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)= 8,549.37
TAY f'R FTfTTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-28-2010 CD013115 157.89 3,000.00
07-28-2010 CD013116 268.42 5,100.00
02-24-2011 CD014055 .04- 23.10
04-18-2011 SBADJUST .00 .O1
TOTAL TAX PAYMENT 8,549.37
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.