HomeMy WebLinkAbout03-26-12BUREAU OF INDIVIDUAL TAXES
INHERITFa!~E TAX DIVISION
~jj. BMX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
NOTICE OF INHERITANCE TAX
A~~'„-~-t~°M~N~~,j~~L~WANCE OR DISALLOWANCE
!1}~F`II?E;flllE~I,O;~I~~~AND ASSESSMENT OF TAX
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Pennsylvania z. .
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~!;~~~'";;~f~ GO ~'~- ~?; ~!# DATE 03-19-2012
ESTATE OF KUHN THELMA P
DATE OF DEATH 09-24-2010
nC~E~h ~`'- FILE NUMBER 21 10-0993
GRrr-iA:N S r'~n''~`
"'~~~~ COUNTY CUMBERLAND
~~. I,~t ! , I,: j' t(i ~ : 1, ~ ~i~
ACN 101
APPEAL DATE: 05-18-2012
PA 17 013 ( See reverse side under Objections )
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 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: KUHN THELMA PFILE N0.:21 10-0993 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 74,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,OQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 27,760.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6,700.00
8. Total Assets cs) 109,360.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28.665.41
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 28,665.41
12. Net Value of Tax Return (12) 80,694.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 80,694.59
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) 73.994. rig X 045 = 3, 329.76
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 6,700.00 X 15 - 1,005.00
19. Principal Tax Due C19)= 4,334.7b
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
-16-2011 CD014974 .00 3,656.27
INTEREST IS CHARGED THROUGH 04-03-2012 TOTAL TAX PAYMENT 3,656.27
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 678.49
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 40.99
TOTAL DUE 719.48
+~ IF 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.
REV-1<70 EX (01-10)
~ pennsylvania
DLiPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
NUM
Thelma P. Kuhn 2110-0993
REVIEWED BY ACN
Wlyons 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 1 This transfer is fully taxable.
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