HomeMy WebLinkAbout05-20-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOEL R ZULLINGER
STE 200
14 N MAIN ST
CHAMBERSBURG
NOTICE OF INHERITANCE TAX
APPRA'ISEMENT, ALLUWU4NCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Pennsylvania ~ ~ ~-~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 05-16-2011
ESTATE OF KUNKLEMAN BERNITA M
DATE OF DEATH 06-09-2010
~: FILE NUMBER 21 10-0639
(;:,,';, COUNTY CUMBERLAND
' ACN 1O1
APPEAL DATE: 07-15-2011
(See reverse side under Ohjections)
PA 17201 Amount Remitted C
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNKLEMAN BERNITA MFILE N0.:21 10-0639 ACN: 101 DATE: 05-16-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 164,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 52,496.04 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) ~4) 108,809.53 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 6,7 39.04
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 59,471.96
8. Total Assets (8) 442,016.57
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32.504.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 2,921.28
11. Total Deductions C11) 35,425.35
12. Net Value of Tax Return (12) 406,591.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 406,591.22
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) .UO X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 406.591 X 045 = 18,296.60
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= 18,296.60
TAX CREDITS:
rNrmtni Kt~tiri DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-01-2010 CD013296 787.50 14,962.50
03-07-2011 CD014103 .00 2,546.60
TOTAL TAX PAYMENT 18,296.60
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 DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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