HomeMy WebLinkAbout04-13-12ppp NOTICE OF INHERITANCE TAX pennsylvania~ ~ :'
BUREAU OF INDIVIDUAL TAXES A';-~.'^~~~~N';~ r~- QWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ~ ~~~~-T1~dM~ l~D ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 +,,: ! n
HARRISBURG PA 17126-0601 `- ~ .; ,1
""`; r°, ~;j j 3 DATE 04-09-2012
~~~' ~~~' ~ .+ ESTATE OF KLEE NATALIE A
DATE OF DEATH 02-01-2011
~L~~F~~^.~ FILE NUMBER 21 11-1088
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PATRICE K FEHL (,`~)j;,~F~,~-.?~ ;h -; ,~,r,
,_; i.r'.~I(., ~:: - . ~~ ACN 101
35 EASTGATE DR APPEAL DATE: 06-08-2012
CAMP H I L L PA 17 011 - 1311 (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 ---- ~> RETAIN LOWER PORTION FOR YOUR RECORDS F~ ___
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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: KLEE NATALIE AFILE N0.:21 11-1088 ACN: 101 DATE: 04-09-2012
TAX RETURN was: cX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 200,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) I2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) (5) 31,66 5.00
6. Jointly Owned Property (Schedule F) (6) 18,563.73
7. Transfers (Schedule G) ~7) .00
8. Total Assets (8) 250.228.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 8,4 O7.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 39 64 2.16
11. Total Deductions C11) 48,043.71
12. Net Value of Tax Return X12) 202, 185.02
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ 202, 185.02
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 date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 90 .18x,.09 X 045 = 9,098.33
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 (lq)= 9, 098.33
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-24-2011 CD015101 .00 9,098.33
TOTAL TAX PAYMENT 9,098.33
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" (CR), YOU MAY BE DUE n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ry,~