HomeMy WebLinkAbout08-07-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
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PO BOX 280601 pF
pEpUCTIDNS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
_ _ _, ~', j _ <! E's ~ i •.~~ DATE 08-03-2009
ESTATE OF KUNKLEMAN CHARLOTTE A
--~ - DATE OF DEATH 12-19-2007
,_~ - FILE NUMBER 21 08-0020
"~-~ COUNTY CUMBERLAND
H ANTHONY ADAMS -- ACN 101
STE 3 APPEAL DATE: 10-02-2009
4 9 W O RANG E S T (See reverse side under Objections )
SHIPPENSBURG PA 1'7257 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 DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KUNKLEMAN CHARLOTTE A FILE N0. 21 08-0020 ACN 101 DATE 08-03-2009
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) .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) (3) .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) 121,426.59
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 121,426.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 3,136.44
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) -_ 3.1;6.44
12. Net Value of Tax Return (12) 118,290.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 118,290.15
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 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 118,290.15 X 045 _ 5,323.06
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) .0 0 X 15 _ .00
19. Principal Tax Due
(19)=
5, 323.06
rtc~cari LLSGUUNI (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-09-2009 CD010976 .00 5,323.06
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-10-2009 TOTAL TAX CREDIT 5,323.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. 154.86
TOTAL DUE 154.86
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)