HomeMy WebLinkAbout03-15-11NOTICE OF INHERITANCE TAX pennsylvan~a ~ - ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-14-2011
ESTATE OF KISTER BETTY J
DATE OF DEATH 10-09-2010
FILE NUMBER 21 11-0016
COUNTY CUMBERLAND
JACQUELINE A' K-~LLY ACN 101
STE 12 ~~' APPEAL DATE: 05-13-2011
8 4 5 S I R T H O MAS C T ( See reverse side under Objections )
HBG PA 17109 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: KISTER BETTY JFILE N0.:21 11-0016 ACN: 101
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OR
DATE: 03-14-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) (2) .0 0 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) t5) 6 6.7 3
6. Jointly Owned Property (Schedule F) (6) 4, 363.31
7. Transfers (Schedule G) (7) 15, 014.06
8. Total Assets (8) 19 , 444.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 6.18 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,5 8 6.81
11. Total Deductions (11) 9,766.81
12. Net Value of Tax Return (12) 9, 677 • 29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedul e J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 9, 677.29
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 (16) 9 , 677.29 x 045 = 435.48
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 435.48
TAX CREDITS:
PAYMENT
DATE RECEIPT
NIJMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-03-2011 CD013856 21.77 413.71
TOTAL TAX PAYMENT 435.48
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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