HomeMy WebLinkAbout01-08-10,,,,_NOTICE OF INHERITANCE TAX Pennsylvania ~
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BUREAU OF INDIVIDUAL ~~ ~^'~"' A~'pk CEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ,®Fl SEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP Q2-09)
PO BOX 280601 ~. ~ ~ :.~ ~ ~,1~ •-
HARRISBURG PA 17128-0601 C'i_ Lk~'~
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909 WERTZVIL E RD
ENOLA PA 17025
DATE 12-28-2009
ESTATE OF KICHMAN III RICHARD L
DATE OF DEATH 09-28-2004
FILE NUMBER 21 08-1206
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under Objections)
Aaount Re®itted
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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E -1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPR --------------------
AISEMENT, ALLOWANCE ------
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KICHMAN III RICHARD LFILE N0.:21 08-1206 ACN: 101 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .OD NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,OD credit to your account,
3. Closely Held Stock/PartnershipInte rest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 63,124.59
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 63.124.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 7.6 8.6 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 2,18 6.98
11. Total Deductions (11) 9,845.65
12. Net Value of Tax Return (12) 53,278.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 53,278.94
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 GO - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _DD x 045 = .00
17. Amount of Line 14 at Sibling rate (17) ~~ .278 _ 94 X 12 = 6, 393.47
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .0 0
19. Principal Tax Due C19)= 6,393.47
TAX CREDITS:
•--•••-••• n~~.~ari L1Sl:UUNT Ct)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-29-2009 CD011417 1,728.97- 8,122.44
12-21-2009 SBADJUST .00 .O1
TOTAL TAX PAYMENT 6,393.47
BALANCE OF TAX DUE .00
INTEREST AND PEN.. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.