HomeMy WebLinkAbout02-24-12~ f:; j HERITANCE TAX
AP ,~~~~A~I~WANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~-~;~;~~~,AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ORPHt-~N"S CCl!JPi'~
MARK E HALBRUNMER ESQ
STE 100
1013 MUMMA RD
LEMOYNE PA 17043-1144
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 02-20-2012
ESTATE OF KLINGER SR DEAN E
DATE OF DEATH 09-14-2010
FILE NUMBER 21 10-1080
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-20-2012
(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 ~
REV-15 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: KLINGER SR DEAN EFILE N0.:21 10-1080 ACN: 101 DATE: 02-20-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 22,097.4 7
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 76,980.48
8. Total Assets (8) 99.077.95
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6,150.38
10. Debts/Mortgage Liabilities/Liens (Schedule I) [10) 4,36 9.9 7
11. Total Deductions (11) 10,520.35
12. Net Value of Tax Return (lp) 88,557.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 88,557.60
NOTE: If an assessment was issued previously, .lines 14, 15 andlor 16, 17 , 18 and 19 will
reflect figures that include the total of ALL return s assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) RR . F:F:7 . 60 x 045 = 3, 985.09
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 3,985.09
TAX CREDITS:
P DATE T I RN UMBER I INTERS T/PEN PAID (-) I AMOUNT pAID~
12-
,000.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,199.25
1,214.16CR
.00
1,214.16CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDItIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. .