HomeMy WebLinkAbout04-13-12l•1 ~.~
rrr`~~'"~~. T~~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '~~ ~~~p~A~'s , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~- ~ v ;,.~~ ,'DC~+~rV,IONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 (~
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ANN OPDYKE DEELEY ~"
STE 125
4811 JONESTOWN RD
HARRISBURG PA 17109-1751
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Pennsylvania``: .
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 04-09-2012
ESTATE OF KLAIBER DOROTHY T
DATE OF DEATH 10-26-2010
FILE NUMBER 21 10-1177
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(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 ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLAIBER DOROTHY TFILE N0.:21 10-1177 ACN: lnl DeTF~ n~_no_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 116, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 91,175.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 35,5 71.00
6. Jointly Owned Property (Schedule F) ((,) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (B) _ 242.746.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .44 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 20,4 50.00
11. Total Deductions C11) 25,895.00
12. Net Value of Tax Return (12) 216,851.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 216.851.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
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 C16) 916.SF:1 .00 x 045 = 9,758.00
17. Amount of Line 14 at Sibling rate C17) _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)= 9,758.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-19-2011 CD013912 487.90 9,800.00
TOTAL TAX PAYMENT 10,287.90
BALANCE OF TAX DUE 529.90CR
INTEREST AND PEN. .00
TOTAL DUE 529.90CR
~ 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. n*~
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