HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
BUREAU of INDIVIDUAL T~t~~' ~r~~i,;~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~,,- , -, q~', ~ DUCTIONS AND ASSESSMENT OF TAX
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CARLISLE PA 17013
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 12-20-2010
ESTATE OF KIMBLE JR THOMAS R
DATE OF DEATH 12-20-2009
FILE NUMBER 21 10-0009
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections )
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 ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIMBLE JR THOMAS RFILE N0.:21 10-0009 ACN: 101
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OR
DATE: 12-20-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,6 0 4.6 9
6. Jointly Owned Property (Schedule F) C6) 97,800.55
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 105,405.24
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 7.241.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 95,768.54
11 . Total Deductions C11) 103, 010.06
12. Net Value of Tax Return C12) 2, 395.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) _ 2, 395.18
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) ?.395.1 S X 045 = 107.78
17. Amount of Line 14 at Sibling rate C17) _n 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 107.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-18-2010 CD012490 5.39 1,600.00
TOTAL TAX PAYMENT 1,605.39
BALANCE OF TAX DUE 1,497.61CR
INTEREST AND PEN. .00
TOTAL DUE 1,497.61CR
* 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.