HomeMy WebLinkAbout04-08-11NOTICE OF INHERITANCE TAX
,,r.~~ n~~r ` ~`' APP I MENT, ALLOWANCE OR DISALLOWANCE Pennsylvania ''~~ ~~
BUREAU OF INDIVIDUAL TA7hE~S'~" i r ±~
INHERITANCE TAX DIVISION ~ ~ ~ ~~ DUCTIONS AND ASSESSMEN DEPARTMENT OF REVENUE
PO BOX 280601 ~L_; : ', ,' ti;{t~~ f T OF TAX REV-1547 IX AFP (12-10)
HARRISBURG PA 17128-0601 _ ~ - ~ - sJ
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~ ~' •~ ~, ~ ,,, DATE 0 3 - 28 - 2011
-~ ESTATE OF KLINE
MARION R
~~~R~ ~~. DATE OF DEATH 04-13-2010
~~yydR~~~~`~ ~~~1•~T FILE NUMBER 21 10-0553
~.
ROBERT CLOF+q?~,r~"~ (``(~ COUNTY CUMBERLAND
.~ ~. ~A. A C N 101
120 PINE GROVE COMMONS APPEAL DATE:
YORK PA 17403-5151 05-27-2011
(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 _ ~ -RETA_IN LOWER POR_TION_ FOR YOUR REC_O_R_D_S___~___
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT ------"-----'--
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENTAOFOTAXCE OR
ESTATE 0F: KLINE MARION RFILE N0.:21 10-0553 ACN:
101 DATE: 03-28-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
C1) •~ ~ 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) submit the upper portion
C3) .00
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) '~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 45, 145.20
6. Jointly Owned Property (Schedule F)
C6) .00
7. Transfers (Schedule G)
C7) 487, 762.57
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 532,907 77
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4,4 8 6 4
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Clo) 555.00
11. Total Deductions
12. Net Value of Tax Return C11) 5, 041 .42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 94,7 91.3 5
14. Net Value of Estate Subject to Tax
C14) 33, 075 00
NOTE: If an assessment was issued previously,
reflect figures that include the total of1ALL returns assessed,to7~ 18 and 19 will
ASSESSMENT OF TAX: date.
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
07-12-2010 CD013054
01-15-2011
CD013903 210.00
03-21-2011
SBADJUST .00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C15) .00 X 00 = .00
C16) nn x 045 = .00
C17) nn x 12 = .00
C18) 33,075.00 X 15 = 4,961.25
C19)= 4, 961.25
AMOUNT PAID
,990.00
761.25
.12
TOTAL TAX PAYMENT
4,961.25
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.