HomeMy WebLinkAbout05-04-12~;~~'~`-~"' ' ~-r~~-4@ T E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~--~~~,A1~ke-;t~~~~rEp, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' '•° ` OF , D~'i7~l.VTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
V
CE.ERK Or
CR~H~N'~ ;'0(JRr
PA 17013-3307
Pennsylvania . €`
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 04-30-2012
ESTATE OF KENNEDY CRAIG S
DATE OF DEATH 12-28-2010
FILE NUMBER 21 11-0008
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(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 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: KENNEDY CRAIG SFILE N0.:21 11-0008 ACN: 101 DATE: n4-~n-~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) 149,900
00
2.
Stocks and Bonds (Schedule B)
C2) .
,QO NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,048.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROV
ED DEDU c8) 150.948.00
CTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig)_ 20.068.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10 0.19 2.00
11. Total Deductions C11) 120,260.00
12• Net Value of Tax Return C12) 30,688.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 175,092.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .0 0
17. Amount of Line 14 at Sibling rate (17) n0
=
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 175,092.00 X 15 - 26,263.80
19. Principal Tax Due
TAX CREDITS (19)= 26,263.80
:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-27-2011 CD015386 193.83- 26,754.99
TOTAL TAX PAYMENT 26,561.16
BALANCE OF TAX DUE 297.36CR
INTEREST AND PEN. .00
TOTAL DUE 297.36CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUD U1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~/
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