HomeMy WebLinkAbout04-30-12NLOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~i-'~lr\~!1'~~~~~~C~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION }~~•-i GTF''(~Eri~'UCTIDNS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 04-23-2012
ESTATE OF KELCHNER DOROTHY J
DATE OF DEATH 02-01-2011
FILE NUMBER 21 11-0297
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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 ~
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELCHNER DOROTHY JFILE N0.:21 11-n297 ACN: lnl nerF: n~_~z_~n
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,014.56 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) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 25,857.60
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 128,622.11
B. Total Assets (8) 156,494.27
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 16.440.4 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5,9 06.04
11. Total Deductions (11) 22,346.53
12. Net Value of Tax Return (12) 134, 147.74
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 134,147.74
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date .
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) 134.147.74 X 045 = 6,036.615
17. Amount of Line 14 at Sibling rate (17) _nn X 12 = .QD
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 6,036.65
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
04-28-2011 CD014378 289.47 5,500.00
10-27-2011 CD015130 .00 247.18
TOTAL TAX PAYMENT 6,036.65
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF' ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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