HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX i] pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE J� DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
REGORr ?D -7 F I ;E OF
_ DATE 09-23-2013
REGIS ' _^ �Jf ,;;!!-S ESTATE OF KLINGER ELIZABETH B
n DATE OF DEATH 09-01-2012
[ul3 SEF 30 I C F1 i� A FILE NUMBER 21 12-0991
_ COUNTY CUMBERLAND
BOGAR JAMESLERjD Gr ACN 101
1 W MAIN ST , APPEAL DATE: 11-22-2013
SHIREMANSTOWN Of PH b�' PA UT (See reverse side under Objections)
CUMBAEH AND CO., PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS H
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLINGER ELIZABETH BFILE NO. :21 12-0991 ACN: 101 DATE: 09-23-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account.
.
S. Closely Hold Stock/Partnership Interest (Schedule C) (3) DO submit the upper portion of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 36,624.23
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (e) 36.624.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 80. 00
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) . 00
11. Total Deductions (11) 80.00
12. Net Value of Tax Return (12) 36,54723
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 ,893,829.28
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 - . 00
17. Amount of Line 14 at sibling rate (17) - nn X 12 - . 00
18. Amount of Line 14 taxable at collateral rate (18) 1,893,829.28 X 15 - 284,074.39
19. Principal Tax Due (19)` 284,074.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-30-2012 CDO16851 13,742. 10 261,099.96
04-18-2013 CDO17462 .00 3,750.70
08-16-2013 CDO18028 34. 16- 5,515.79
TOTAL TAX PAYMENT 284,074.39
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
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.