HomeMy WebLinkAbout09-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;~ ."
(',' i, "_.',..~NOTICE OF INHERITANCE TAX
:.APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
.~, OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
11 H!\\~28
LGGl SEP HI.
REV-1547 EX AFP (06-05)
DATE 09-11-2007
ESTATE OF KUNKEL W M
DATE OF DEATH 07-21-2006
FILE NUMBER 21 06-0710
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
A.ount Re.itted! I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUNKEL W M FILE NO. 21 06-0710 ACN 101 DATE 09-11-2007
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LAWRENCE B ABRAM~U~:SQ -~ , -,
ONE S MARKET STREET
PO BOX 1146
HARRISBURG PA 17108-1146
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
(l)
(2)
(3)
(4)
(5)
(6)
{n
1,922,900.00
824.474.32
59.994.46
.00
195.200.00
.00
1.167,704.88
(8)
4,170,273.66
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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
If an assess.ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
NOTE:
S:
(9)
(l0)
120,266.51
54.773.89
ell)
(l2)
(l3)
(l4)
171;.040 40
3,995,233.26
.00
3,995,233.26
(lS)
(16)
(l7)
(l8)
2,867,546.55 X
1,102,686.71 X
.00 X
25,000.00 X
00
045 =
12 =
15 =
.00
49,620.90
.00
3,750.00
53,370.90
(l9)=
A
DATE
10-23-2006
04-20-2007
R C
NUMBER
CD007332
CD008056
AMOUNT PAID
45,000.00
6,002.48
INTEREST IS CHARGED THROUGH 09-26-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(+
PAID (-)
.00
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
51,002.48
2,368.42
81. 95
2,450.37
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)