HomeMy WebLinkAbout02-24-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
JOHN E SLIKE ESQ
STE 400
635 N 12TH ST
LEMOYNE
., _; ~ ~,_
NOTICE OF INHERITANCE TAX pennsylvarna ~~ ~ ~~
~~ ,1'S~~f~Ti;f- OWANCE DR DISALLOWANCE DEPARTMENT OF REVENUE
~;,(~~ ~~~~ 1 ~~i}AND ASSESSMENT OF TAX REV-1547 EX AFP clz-11~
I iL ~ J ...., .. i Y!,.~..!.%
`"r ii l'_ * L`.J C~ ~.~ ~• ~~ DATE 02-13-2012
ESTATE OF KMETZ PATRICIA D
DATE OF DEATH 12-12-2010
C~~~t~ C~ FILE NUMBER 21 10-1230
ORP'-~,~~!'~ `v'~~.J~r COUNTY CUMBERLAND
Cl}M~E=~i ;"'~fr) [,';~, PA, ACN 101
APPEAL DATE: 04-13-2012
(See reverse side under Objections)
PA 17043-1247 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS E- --------------
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KMETZ PATRICIA DFILE N0.:21 10-1230 ACN: 101 DATE: 02-13-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers tSChedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) •00 NOTE: To ensure proper
c2) ,00 credit to your account,
.00 submit the upper portion
C3) of this form with your
(4) • DO tax payment.
c5) 85,571.05
c6) 105, 900.75
C7) 10,951.26
c8) 202,423.Ob
~q) 13 , 759.93
clo) b18.37
11. Total Deductions C11) 14, 378.30
12. Net Value of Tax Return t12) 188,044.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 188,044.76
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 R8 . X44 _ 76 x 045 = 8, 462.01
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 .00
19. Principal Tax Due (19)= $,462.01
TAX CREDITS:
F'A YMENI RECEIPT DISCOUNT C+1
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-11-2011 CD014115 423.10 8,500.00
TOTAL TAX PAYMENT 8,923.10
BALANCE OF TAX DUE 461.09CR
INTEREST AND PEN. .00
TOTAL DUE 461.09CR
* LF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.