HomeMy WebLinkAbout04-23-10~~~_ ~ .`'~ ~ ~ `~'(' N~OTICE~ OF INHERITANCE TAX pennsylvan~a ~
~'' ~` . ~AP~PRA;~€5~~~'IENT ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES __ ~i ' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-].547 EX AFP (12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 ~~~~ ~~~ ~~ ~ (~~ ~~ 1
r ~~1~ r~.r1~ ~~ ,-
a ~ ~. - t
GREGORY M KERWIN
KERWIN K KERWIN
4245 RTE 209
ELIZABETHVILLE PA 17023
DATE 04-19-2010
ESTATE OF HOFFMAN MILDRED E
DATE OF DEATH 07-26-2009
FILE NUMBER 21 09-0826
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-18-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS-_LINE----- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ __________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN MILDRED EFILE N0.:21 09-0826 ACN: ini ner~, ni_,n_~~,n
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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)
C1) .00
C2) 135,843.74
C3) .00
C4) .00
C5) 389, 989.15
C6) 25, 394 .53
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Cs) 551.227.42
C9) - 22 .977.00
Clo) .00
11. Total Deductions C11) 22, 977.00
12. Net Value of Tax Return C12) 528, 250 .42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 528,250.42
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 578. X0.4 X 12 = 63,390.05
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 63,390.05
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-26-2009 CD011901 3,169.50 60,220.55
TOTAL TAX PAYMENT 63,390.05
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
(rte