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~~~~, NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL fnxES APPI~AT~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE
PO BOX 280601 ~~'I .bEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
HARRISBURG PA 17128-0601 e ` ~
HOWELL C ~~.-~~'`v(1~ '~~;., ~i~,
3401 N FRONT ST
PO BOX 5950
HARRISBURG PA 17110-0950
DATE 08-08-2011
ESTATE OF KINDLER GERTRUDE
DATE OF DEATH 05-04-2010
FILE NUMBER 21 10-0574
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-07-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS F-~-
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REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: KINDLER GERTRUDE FILE N0.:21 10-0574 ACN: 101 DATE: 08-08-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 2,400,000
00
2. Stocks and Bonds (Schedule B) ~2) .
27,64 2.84 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 195,000.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
c4)
229,291
12 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
98,629.96 tax payment.
6. Jointly Owned Property (Schedule F) ~6) 11,297.82
7. Transfers (Schedule G) ~7) 606,259.64
8. Total Assets
APPROVED DEDUCTIONS AND EX ta) _ 3,568,121.38
EMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~y) x+7.6 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) 588.674.98
11. Total Deductions
12.
Net Value of Tax Return X11) 646,296.18
13
Ch
it
bl C12) 2,921,825.20
. ar
a
e/Governmental Bequests; Non-elected 9113 Trusts (Sch
d
l
J
1 e
u
e
) (13) .00
4. Net Value of Estate Subject to Tax
C14) 2, 921 ,825.20
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total
of ALL ,
,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 0 0 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 9.991 .89S.1b X 045 = .
131,482
13
17. Amount of Line 14 at Sibling rate C17) ~ .
-
0 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: C19)= 131,482.13
~•••••-•~• nca.~ari DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-30-2010 CD013130 6,574.11 125,000.00
08-01-2011 REFUND .00 91.98-
TOTAL TAX PAYMENT 131,482.13
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 DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.