HomeMy WebLinkAbout05-07-10NOTICE OF INHERITANCE TAX pennsy van~a ~
BUREAU OF INDIVIDUAL TAXES '~•t~-T,~S-~,fiMl~f~~ -~,'LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ,~?. , ~ DU~~,?~!Q~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 i''-''-`~`1 ~'^'~ '`a` `i'~• ~••',;
HARRISBURG PA 17128-0601
~Q~~~~Y-~ Q~'~; ~$ DATE 05-03-2010
ESTATE OF KOHLER ALICE L
~~~~ ~r DATE OF DEATH 10-16-2008
~~~,~ ~~~~T FILE NUMBER 21 08-1865
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JOSHUA KEISKER A
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ROADS ~ SUNON LLP APPEAL DATE: 07-0 2-2010
P O BOX 114 6 (See reverse side under Objections )
HARRISBURG PA 17108-1146 Amount Remitted
MAKE CHECK PAYABLE AND' REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE- --- ~- --RETAIN LOWER PORTION-FOR-YOUR-RECORDS- ~ --
--- ----- ---- ---- - ---- -------------------- --- ---- ------- ---- ------
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE
TAX APPRAISEMENT, ALLOWANCE -----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOHLER ALICE LFILE N0 .:21 08-1065 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110, 000. 0'0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,24 8.78 credit to your account,
~ ~ submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 30, 112.03
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 460, 157 .42
8. Total Assets C8) 601 , 518 .23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28.7 9 5.94
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 75,987.02
11. Total Deductions C11) 104, 782.96
12. Net Value of Tax Return C12) 496, 735.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 496, 735.27
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:
cls) .00 x 00 = .00
c16) 496.735.27 x 045 = 22,353.09
Cln . oo x 12 = . 00
C18) .00 x 15 = .00
c19)= 22, 353.09
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-20-2009 CD012020 388.92- 22,742.0'1
TOTAL TAX PAYMENT 22,353.09
BALANCE OF TAX TJUE .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. ~~~