HomeMy WebLinkAbout10-28-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,'" V":).:.-"-,,, r,-, nr r" NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAI::!JM~E?>)Uj ul-l':,--,::: U APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -',~' "" OF DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601 ' ,
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-24-2005
KLINEDINST
05-23-2005
21 05-0480
CUMBERLAND
101
APPEAL DATE: 12-23-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9YI_~~9~~_I~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_EQ~_YQY~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
IDA E FILE NO. 21 05-0480 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
2DG5 OCT 2 B
Pi,
3: 24
RICHARD ~' KLINEDINST
13 MONARCH lN
MECHANICSBURG
PA 17050
ESTATE OF
KLINEDINST
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
CHANGED
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
44.502.52
.00
.00
(8)
REV-1547 EX AFP (06-05)
IDA
E
(9)
ClO)
12,619.00
DATE 10-24-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
44,502.52
14.174 89
30,327.63
.00
30,327.63
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
1.555.89
(11)
Cl2)
Cl3)
Cl4)
.00 X 00 = .00
30,327.63 X 045 = 1,364.74
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 1,364.74
.
R"''''''' , I (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08-16-2005 """ CDo05691 68.24 1,296.50
TOTAL TAX CREDIT 1,364.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. nY
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUIi(1'
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)