HomeMy WebLinkAbout04-02-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
LINDA J LUNDBERG VP
PNC BANK NA
PO BOX 308
NOT.z.~ INHERITANCE TAX Pennsylvania ~~- ~
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DEPARTMENT OF REVENUE
u;~~~~ A~DI~CT'~~,,,~1~~ AND ASSESSMENT OF TAX REV-1547 EX AFP c12-11)
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CAMP HILL PA 17001-0308
DATE 03-26-2012
ESTATE OF KUNKLE JAMES R
DATE OF DEATH 01-24-2011
FILE NUMBER 21 11-0159
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2012
(See reverse side under Objections)
Amount Remittedl
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 C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNKLE JAMES RFILE N0.:21 11-0159 ACN: 101 DATE: n3-~~_~nl~
TAX RETURN was: cX) ACCEPTED AS FILED ( ) 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 cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. Debts/Mortgage Liabilities/Liens cSchedule I)
C1) 133, 000.00 NOTE: To ensure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 370,850.86
c6) .00
cn .00
c8) _ 503,850.86
(9)- 42.177.76
clo) 1 089.25
11. Total Deductions X11) 43,267.01
12. Net Value of Tax Return C12) 460,583.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ 174.392.8 5
14. Net Value of Estate Subject to Tax (14) _ 286,191.00
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) _ -f10 x 045 =
17
A .00
. mount of Line 14 at Sibling rate (17) 00 X 12 =
. .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 286,191.00 X 15 = 42,928.65
19. Principal Tax Due
TAX CREDITS: (19)= 42,928.65
YA TI'ItNI RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-18-2011 CD014321 1.50 28.50
04-18-2011 CD014320 2,144.93 40,753.72
TOTAL TAX PAYMENT 42,928.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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