HomeMy WebLinkAbout03-15-11-N;O,rICE OF INHERITANCE TAX pennsylvan~a _ ~
BUREAU OF INDIVIDUAL TAXE APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIEtTJS III
6 CLOUSER RD
MECHANICSBURG PA 17055-9735
DATE 03-14-2011
ESTATE OF KOST BEATRICE F
DATE OF DEATH 07-05-2009
FILE NUMBER 21 09-0650
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-13-2011
( 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: KOST BEATRICE FFILE N0.:21 09-0650 ACN: 101
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OR
DATE: 03-14-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 381,313.80 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
37, 3b0 . 00
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,465.41
6. Jointly Owned Property (Schedule F) (6) 64, 035.91
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 497, 175.12
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 7,9 7 7.4 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4 74.8 7
11. Total Deductions (11) 28,452.33
12. Net Value of Tax: Return (12) 468,722.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 468,722.79
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 468 , 722.79 x 045 = 21 , 092.53
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due (19 )= 21 , 092.53
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-01-2009 CD011825 675.00 12,825.00
01-07-2011 CD013866 229.03- 7,821.56
03-07-2011 SBADJUST .00 .83
TOTAL TAX PAYMENT 21,092.53
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.
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