HomeMy WebLinkAbout01-08-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MURREL R WALTERS III
54 E MAIN ST
NOTICE OF INHERITANCE TAX Pennsylvania ~
APPRI~I,,~~IE~IT~ri~(CtLQ1~,ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
OfF bEbU~;'TIb~l,$, /41dD ASSESSMENT OF TAX REY-1547 EX AFP Q2-09)
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~~~~ ~~ _a ~~ '~ ~ ~ DATE 01-04-2010
ESTATE OF FIRST KENNETH B
DATE OF DEATH 10-09-2008
(;~EE'.~'t:~.~r ~ FILE NUMBER 21 08-1066
~~p;-~HR S ~"~``~~' COUNTY CUMBERLAND
~i~a~~'r7!~t'- ~ _ .~ . QP. ACN 101
MECHANICSBURG PA 17055
APPEAL DATE: 03-05-2010
(See reverse side under Objections)
A~ount 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 4-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: FIRST KENNETH BFILE N0.:21 08-1066 ACN: 101 DATE: 01-04-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) •00 NOTE: To ensure proper
~2) 8, 182.71 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) • 00 tax payment.
c5) 102,506.52
c6) 198,995.45
~7) .00
ce) 309,684.68
~q) 17.815.00
clo) 524.00
11. Total Deductions (11) 18,339.00
12. Net Value of Tax Return X12) 291,345.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 291,345.68
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 C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 291 .345.68 X 12 = 34, 961 .48
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 34,961.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMDUNT PAID
12-24-2008 CD010691 1,526.32 29,000.00
07-16-2009 CD011494 4.25- 4,853.02
TOTAL TAX PAYMENT 35,375.09
BALANCE OF TAX DUE 413.61CR
INTEREST AND PEN. .00
TOTAL DUE 413.61CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
•
REV•tI70 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
First, Kenneth B.
2108-1066
Justin R. Gilmore I• ~ 101
REM
SCHEDULE NO.
The value of the estate has been
arithmetic.
INHERITANCE TAX
EXPLANATION
OF CHANGES
EXPLANATION OF CHANGES
adjusted as the result of the
an error in
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