HomeMy WebLinkAbout05-04-12~~f~(` ",,(JJ ,~ YLLJ ~ ,ICE OF INHERITANCE TAX pennsylvarna v
' ''" ' x1pF~I~AT~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~r .:i~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~{: (,7 ~"., ,D,F.b CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
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tilt DATE 04-30-2012
ESTATE OF KANN ERIS J
C~~K r'F DATE OF DEATH 12-28-2010
~~~Fi~~~~ L~i~i~~l~ FILE NUMBER 21 11-0037
C~~~'~~~c~}~-~~+l. ~,:). PA COUNTY CUMBERLAND
JENNIFER DENCHAK WETZEL
PO BOX 659 ACN 101
APPEAL DATE: 06-29-2012
MECHANICSBURG PA 17055-0659 (See reverse side under Objections)
Amount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~•
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REV-15 --------
47 EX AFP C12-11) NOTICE OF INHERITANCE ---- _________
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: KANN ERIS JFILE N0 .:21 11-0037 ACN: 101 DATE: 04-30-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) 00
(1)
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
(2) 44,614.00 credit 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
(4)
00
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 170,375.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 2,606,441.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ce) 2.821,430.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 31.68 2.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 1.081.00
11. Total Deductions X11) 32,763.00
12. Net Value of Tax Return C12) 2, 788, 667.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 2,788,667.00
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total
ASSESSMENT of ALL returns assessed to date.
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) 9.788.667
00 x 045 =
. 125,490.00
17. Amount of Line 14 at Sibling rate (17) 00 X 12 =
. .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due
TAX CREDITS: (19)= 125,490.00
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-15-2011 CD014021 1,953.95 37,125.00
03-24-2011 CD014177 4,098.68 77,875.00
09-20-2011 CD014999 .00 4,438.00
TOTAL TAX PAYMENT 125,490.63
BALANCE OF TAX DUE .63CR
INTEREST AND PEN. .00
TOTAL DUE .63CR
* 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.