HomeMy WebLinkAbout01-20-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 77128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 020139
RICHART LAKE V
1 1 CITADEL DR
CAMP HILL, PA 1701 1
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
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'"'"""" """"
101 � 534,500.00
ESTATE INFORMATION: Ssrv: 000-oo-0000 I
FILE NUMBER: 2115-0064 I
�ECE�ENT rvAME: KLEIN KATHLEEN M �
DATE OF PAYMENT: 01/20/201 5 I
POSTMARK DATE: 01/1 6/201 5 I
COUNTY: CUMBERLAND �
DATE OF DEATH: 1 1/26/2014 �
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TOTAL AMOUNT PAID: $34,500.00
REMARKS:
CHECK# 51555731
INITIALS: HMW
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
11 Citadel Drive
Camp Hill, PA 17011
January 16, 2015
Register of Wiils,Agent
Cumberland County
1 Courthouse Square, Ste 102
Carlisle, PA 17013
Re: Kathleen M. Klein
SS#xxx-xx-9243
Date of death: November 26, 2014
Madam:
Enclosed is a check for$34,500 payable to Register of Wills,Agent for PA Transfer Inheritance Tax for
the Estate of Kathleen M. Klein, late of Cumberland County. Ms. Klein's estate will not be probated, but
there is an IRA account and joint bank account for which taxes will be due. This payment is towards the
taxes on those items. Please send the receipt to the sender,who is the beneficiary of the IRA and joint
owner on the bank account. Thank you.
Respectfully submitted,
t�c���
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Lake V. P.ic►�art !!
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Estate of Kathleen M. Klein - Inheritance Tax Prepayment Calculation as of 1/31/2015
Taxable assets for Inheritance Tax purposes:
RPC Account #3I1-69584 - Kathy's IRA (Lake beneficiary)
value per 11/30/14 statement Z59,253.48
M & T Bank - Joint checking account with Lake
value 11/26/14 8144.56
50% rax�bl�. 4,072.28
Total assets 263,325.76
Allowable debts for Inheritance Tax purposes:
Kathy's expenses never reimbursed to Lake 746.64
Kathy's funeral expenses 13,849.24
Kathy's headstone expense 2,460.00
Allowance for unknown expenses 4,000.00
Total debts 21,055.88
Caiculation of tax due:
Assets 263,325.76
Debts -21,055.88
Clear value 242,269.88
15% tax thereon 36,340.48
5% discount for payment by 2/26/15 1,817.02
Net payment 34,523.46
Check to Register of Wills, Agent for $34,500