HomeMy WebLinkAbout11-30-09NOTICE OF INHERITANCE TAX Pennsylvania ~
"'~'n~'~~~ 3 ~t~IP~A(EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL Td~~ES ` ~'~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ `AML ~~ - ;!Q~ ^DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
PO BOX 280601 ~~U ~+f+..• .~, ~Y ,.;,,,,
FWRRISBURG PA 17128-0601
ZQ~9 NOY 30 PM f2~ 40 DATE 11-23-2009
ESTATE OF KEMP DONALD
~L~~~ ~~ DATE OF DEATH 02-15-2009
~~(aHA~~il~ ~~UR~r FILE NUMBER 21 09-0441
a C~j ~*fr`} COUNTY CUMBERLAND
THOMAS S ~E`Y' ~``•~~t~ ~'0.. PA ACN 101
BECKLEY & MADDEN APPEAL DATE: 01-22-2010
212 N 3RD ST (See reverse side under Objections)
HBG PA 17101 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 C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEMP DONALD FILE N0.:21 09-0441 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .OQ 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) C5) 39,410.01
6. Jointly Owned Property (Schedule F) (6)- .0 0
7. Transfers (Schedule G) (7) 1 $,79 .4 0
e. Total Assets c8) 167,602.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) 10,15 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) alp) ,~ 0
11. Total Deductions cll) 10, 150.00
12. Net Value of Tax Return C12) 157,452.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ 1,000.00
14. Net Value of Estate Subject to Tax C14) 1 6.4F:7.4
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15)_ 1 3 .9 _4 x
C16) ~n.~nn nn x
cln nn x
c18) . 00 x
00
045° 922.50
12 = .00
15 = .00
c19)= 922.50
rnrntn~ RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-07-2009 CD011210 46.13 880.00
11-16-2009 REFUND .00 3.63-
TOTAL TAX PAYMENT 922.50
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~.~