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 .
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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