HomeMy WebLinkAbout04-23-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL rAxES ~~~~~~A,I~~~P }-ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ r . , ~{.- D~EDµ~T~ONS AND ASSESSMENT OF TAX
PO BOX 280601 r ` _ L _ y J
HARRISBURG PA 17128-0601
,,_:_
Pennsylvania ~ ~.'
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
~'?13~' ~k'~ L~ ~~~ ~~: C t DATE 04-16-2012
ESTATE OF KAHLEY PATRICIA A
CLERK ~~ DATE OF DEATH 10-04-2010
R
~
P~~S v~li~T FILE NUMBER 21 10-1042
~p
p
~y
MARK A MATEYA t~l1iV+L7F~f_r~~~ (;;~ Pfd COUNTY CUMBERLAND
55 W CHURCH AVE ACN 101
C A R L I S L E P A 17 013 APPEAL DATE: 06-15-2012
(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 f-
--------------------------------------
-------
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE _
-----
--------------
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAHLEY PATRICIA AFILE N0 .:21 10-1042 ACN: 101 DATE: 04-16-2012
TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
~2)
0 0 cr
dit
e
.
to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4)
00
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 55,210.07
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 35,198.07
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 90,408 14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 86 76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 96.89
11. Total Deductions
12. Net Value of Tax Return cll) 13,683.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
(Sch
d
l 76,724.99
14. Net Value of Estate Subject to Tax e
u
e J) (13)
.00
c14) 76,724.99
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL ,
,
returns
o
and 19 will
ASSESSMENT OF TAX: 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
63
81 7
c' .0 0
17. Amount of Line 14 at Sibling rate _
.
,0 x 045 =
2, 871 .56
cln
18. Amount of Line 14 taxable at Collateral/Class B rate (18) nn x 12 =
12,912
49
15 .00
19. Principal Tax Due .
=
x 1 936.87
TAX CREDITS:
c19)=
4,808.43
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-04-2011 CD013855 220
53
.
09-06-2011 CD014934 4,190.00
.00
04-09-2012 SBADJUST
397.90
.00 2.09
TOTAL TAX PAYMENT 4,808.43
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 DUE ///777
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.