HomeMy WebLinkAbout12-19-11~~~, ~ ,QQ~~T~ICE OF INHERITANCE TAX pennsylvarna ~~~~~
BUREAU OF INDIVIDUAL TAXES .-. ~APPRA'19,,yy~yy,',,,'~'nT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DItL~CTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 -~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
~L~i`Sti ~1'_
GEORGE F DOUGL'14~~~~~II I ~E$Q ` ~ Via'
354 ALEXANDER SPRING RD
CARLISLE PA 17015-7451
DATE 12-19-2011
ESTATE OF KAYSER JEAN
DATE OF DEATH 11-17-2010
FILE NUMBER 21 10-1182
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-17-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER Of= WILLS
1 COURTHOU:>E SQUARE
CARLISLE F'A 17013
CUT ALONG THIS LINE ~-! RETAIN LOWER PORTION FOR YOUR
-------------------------------------- RECORDS •--
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEM
ENT, ALLOWANCE _
-----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: KAYSER JEAN FILE N0.:21 10-1182 ACN: 101 DAT
E: 12-19-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF
RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 129,500.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2)
3. Closely Held Stock/Partnershi
I
t 71.18 credit to your account,
b
p
n
erest (Schedule C) C3) su
mit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
[4)
45,000
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
225,967.8 0 tax payment.
6. Jointly Owned Property (Schedule F)
(6)
7. Transfers (Schedule G) (7) .00
271, 339.85
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• ($) 673.878 83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 7 .6 1 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14 4.08 2 97
11. Total Deductions
12. Net Value of Tax Return (11) 219,734.02
13. Charitable/Governmental Bequests; Non-elected 9113 Tru
t C13~
(S 454,144.81
s
s
14. Net Value of Estate Subject to Tax chedule J) .00
(14) 454,144.81
NOTE: If an assessment was issued previously, lines 14
15 a
d
'
reflect figures that include the total of ALL ,
n
i
or 16, 17,
and 19 will
ASSESSMENT OF TAX: returns assessed to d t
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
X
97;
; 9 .00
17. Amount of Line 14 at Sibling rate .
__
8~
x 045 = 12,300.29
C17)
18. Amount of Line 14 t 1OR.487 98 X 12 =
13,017.96
axable at Collateral/Class B rate C18) 72,
321
98 15 -
19. Principal Taz Due ,
.
X - 10,848.30
TAX CREDITS: (19)= 36, 166.55
PAYMENT RECEIPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT P,4ID
02-11-2011 CD014014 1
578
95
08-10-2011 CD014~830 ,
. 30,000.00
.00 4,587.60
TOTAL TAX PAYMENT 36,166.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ,0p
~ IF
FOR PAID AFTER DATE
CALCULATION OF INDICATED,
ADDITIONAL SEE REVERSE
I IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR)
YOU MAY B
NTEREST.
A REFUND.
SEE
REVERSE SIDE
OF
THIS FORM ,
E DUE
FOR INSTRUCTIONS.