HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`~ r ~'• ! NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES" APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,
PO BOX 280601 ,_,'; .; i , • OF_ .DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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REV-1547 EX AFP (06-05)
DATE 09-01-2008
ESTATE OF KIMMEL WILLIAM J
DATE OF DEATH 09-02-2007
FILE NUMBER 21 07-0861
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-31-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KIMMEL WILLIAM J FILE N0. 21 07-0861 ACN 101
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OR
DATE 09-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 112,500.00 NOTE: To insure proper
2. Stocks and Bands (Schedule B) C2) .00
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,8 99.00
6. Jointly Owned Property (Schedule F) (6) 128.08
7. Transfers (Schedule G) C7) .00
B. Total Assets (g) 122,527.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,159.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 102,160.41
11. Total Deductions (11) 1 08.37 9.95
12. Net Value of Tax Return (12) 14,207.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 14,207.13
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 14,207.13 X 045 = 639.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lq). 639.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
11-29-2007 (0009030 26.37 501.00
06-04-2008 (0009859 .O1- 111.96
08-25-2008 SBADJUST .00 .03
TOTAL TAX CREDIT 639.32
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 S1, NO PAYMENT IS REpUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)