HomeMy WebLinkAbout05-26-15 � J
NOTICE OF INHERITANCE TAX �' pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX Dffp-r DEDUCTIONS AND ASSESSMENT OF TAX
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PO BOX 280601 l�U t L/
HARRISBURG PA 1712g� "O 4 1f LL
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DATE 05-25-2015
nis 20 12 r,l ESTATE OF KLINGER EVELYN V
DATE OF DEATH 05-27-2014
FILE NUMBER 21 14-0582
ORP ' COUNTY CUMBERLAND
GILROY HUBERT X, ACN 101
10 EASt Wt,6'iSTREET APPEAL DATE: 07-24-2015
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0- RETAIN LOWER PORTION FOR YOUR RECORDS �--
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KLINGER EVELYN VFILE NO. :21 14-0582 ACN: 101 DATE: 05-25-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 27,576.90
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 27,576.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,15 2.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 687.22
11. Total Deductions (11) 7,840. 18
12. Net Value of Tax Return (12) 19,736.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 19,736.72
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 9.73A-72 X 045 = 888. 15
17. Amount of Line 14 at sibling rate C17) - nn X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 888. 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-28-2014 CDO19474 44.41 31000.00
01-13-2015 CD020126 .00 520.00
TOTAL TAX PAYMENT 3,564.41
BALANCE OF TAX DUE 2,676.26CR
INTEREST AND PEN. .00
TOTAL DUE 2,676.26CR
* 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.
REV-1470 EX(01-10)
pennsyLvania INHERITANCE TAX
_. DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HAR B PA 17128-0601
DECEDENTS NAME FILE NUMBER
Evelyn Klinger 2114-0582
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
The department will allow an estate to suspend the valuation of real estate on the original
and timely filed inheritance tax return for up to 15 months. The 15-month period includes
the nine months after which the inheritance tax return becomes delinquent, plus the
additional six-month filing extension. When the property is sold after the inheritance tax
return is timely filed and the suspension requested, the estate should then report the
arms-length sales price on a supplemental inheritance tax return. If the real property is not
sold within 15 months of the date of death, an estate will have to report an alternate means
of establishing the value, including a professional appraisal or the common level ratio
value.
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