HomeMy WebLinkAbout01-31-11 (3)NOTICE OF INHERITANCE TAX pennsy~Van~a ~
BUREAU OF INDIVIDUAL TAXES AP~?R'AISE;MENT, a~l~~•WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION bF DEDUCTI ON.S• AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 ,- REV-1547 pC AFP C12-10)
HARRISBURG PA 17128-0601 ~~ - ~ "
~,; ~ ;.• ~ DATE 01-25-2011
ESTATE OF KEMPER III JOSEPH H
r -~,,, ;-,. -- DATE OF DEATH 01-18-2009
~.~.~i`'l,~ ~r~' ~`"--, LL, FILE NUMBER 21 09-0867
{''~~~ ' ' ~ ~ ~ COUNTY CUMBERLAND
R MARK THOMAS ESQ ~;~~"''.:~` ~ ~ ~ ~~ ~' ~~r`• ACN
101 S MARKET ST 101
APPEAL DATE: 03-26-2011
M E C H A N I C S B U R G P A 17 0 5 5 (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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEMPER III JOSEPH HFILE N0.:21 09-0867 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C53 25,824.30
6. Jointly Owned Property (Schedule F) (6) 264, 215.89
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 290,040.19
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 2.9 0 8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11 . Total Deductions 32, 950.88
(11)
12. Net Value of Tax Return C12) 257, 089.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
.00
14. Net Value of Estate Subject to Tax
c14) 257, 089.31
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to d to and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 218, 130 .80 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16)_ 38.98 S1 X 045 =
17. Amount of Line 14 at Sibling rate 1 , 753.13
c17) nn x 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due
c19)= 1 , 753.13
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
11-10-2010 CD013627 78.13- 1,831.26
01-18-2011 SBADJUST .00
.20
TOTAL TAX PAYMENT 1,753.13
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. ~j
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