HomeMy WebLinkAbout06-26-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- --,,NPTIGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `'APPRAI9ENENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 28D601 _ ~ :,,
HARRISBURG PA 17128-0601 REY-1547 EX AFP (01-09)
~u7 ~~~~ C~ ~~ ~ ~ ~ ~ DATE 06-22-2009
ESTATE OF KUHN MARY M
DATE OF DEATH 08-30-2008
G~EPi~ ~~ FILE NUMBER 21 08-0967
ORPHANS COURT COUNTY CUMBERLAND
JOHN P KUHN~iUMPP~`~1~`~~ ~'`1„ PA ACN 101
19 AMHERST DR APPEAL DATE: 08-21-2009
CAMP H I L L PA 17 011 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUHN MARY M FILE N0. 21 08-0967 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (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) C5) 72,742.18
6. Jointly Owned Property (Schedule F) (6) 559.00
7. Transfers (Schedule G) (7) 70,442.59
8. Total Assets (g) 143,743.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,906.39
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.522.92
11. Total Deductions (11) 20.429.31
12. Net Value of Tax Return C12) 123,314.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 123,314.46
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 123,314.46 X 045 = 5,549.15
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 C19)= 5,549.15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-01-2008 CD010584 .00 5,271.69
INTEREST IS CHARGED THROUGH 07-07-2009 TOTAL TAX CREDIT 5,271.69
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 277.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.44
TOTAL DUE 278.90 .,
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)