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HomeMy WebLinkAbout09-21-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX0 1-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 021271 KLINE ROBERT P 714 BRIDGE STREET PO BOX 461 NEW CUMBERLAND, PA 17070 ACN ASSESSMENT AMOUNT CONTROL NUMBER ________ fold __________ 101 ( $34.19 ESTATE INFORMATION: SSN: FILE NUMBER: 2114-1181 DECEDENT NAME: BRYAN SALLY ANN DATE OF PAYMENT: 09/21/2015 POSTMARK DATE: 09/18/2015 COUNTY: CUMBERLAND DATE OF DEATH: 02/15/2014 TOTAL AMOUNT PAID: $34.19 REMARKS: CHECK# 4835 INITIALS: DMB SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS NOTICE OF INHERITANCE TAXpennsytvania BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX _.__._ REV-1547 EX AFP (11-14) HA BOX 280601 HARRISBURG PA 17128-0601 RECORDED OFFICE OF REGiSTr".R Or W11 I DATES 08-24-2015 r E TAX OF BRYAN SALLY A ?015 SLIcp 24. PNDXE`�Of DEATH 02-15-2014 _FILE NUMBER 21 14-1181 CLE; `; 07C* OUNTY CUMBERLAND KLINE ROBERT P 0RPHANP"' C'ACN 101 714 BRIDGE STREET APPEAL DATE: 10-23-2015 PO BOX 461 �M B`R L C .', ' (See reverse side under Objections) NEW CUMBERLAND PA 17070-0461 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS _LINE ------RETAINLOWERPORTIONFORYOURRECORDS4- _ _______________ REV-1547 EX AFP C11-14)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF •DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BRYAN SALLY AFILE NO. :21 14-1181 ACN: 101 DATE: 08-24-2015 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) Cl) 232,000.00 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) (2) . 00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest CSchedule C) (3) 00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Mist. Personal Property CSchedule E) C5) 00 6. Jointly Owned Property CSchedule F) (6) 00 7. Transfers CSchedule G) (7) .00 8. Total Assets (8) ?32,000.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 12,698.81 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 160 ,293.05 11. Total Deductions C11) 172,991 .86 12. Net Value of Tax Return (12) 59,008. 14 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00 14. Net Value of Estate Subject to Tax (14) 59,008.14 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) 59.nn8. 14 X 045 2,655.37 17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate Cis) .00 X 15 = . 00 19. Principal Tax Due (19)= 2,655.37 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-21-2015 CD020562 .00 .2,655.37 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-22-2015 TOTAL TAX PAYMENT 2,655.37 BALANCE OF TAX DUE OU INTEREST AND PEN. 34.19 TOTAL DUE 34.19 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. w-147 I01-10n pennsylvania INHERITANCE TAX DEPARTMENT OF REVENUE --- EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN: 15069222 PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME FILE NUMBER Sally A Bryan 2114-1181 REVIEWED BY ACN Jason Kreiser 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES F 1 Separate billing requested. G 1 &2 Separate billing requested. ORIGINAL Page 1 714 Bridge Street PO.Box 461G ^ New Cumberland, ` 1111111 . c r olot m ROBERT P. KLINE,ESQ. n �1,,11*lll`1 September 18, 2015 Lisa Grayson, Register of Wills Cumberland County Courthouse One Courthouse Square, Room 102 Carlisle, PA 17013 Re: Estate of Sally Ann Bryan No. 2014-01181 Dear Lisa: Enclosed with this letter please find a copy of the Notice of Inheritance Tax Appraisement in regard to the above referenced estate, as well as a check in the amount of $34.19, representing the tax due in this matter. Please provide a receipt for this payment to my office in the enclosed postage paid envelope. Thank you for your assistance. Very trul ours, Robert P. Kline, Esquire RPKJsrf Enclosures 714 Bridge Street P.O.Box 461 New Cumberland,PA 17070 (717)770-2540 (717)243-5940 Fax(717)770-2553