HomeMy WebLinkAbout04-30-12r~r~°~,ty, -a. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~P~RY4tl1`~~~IT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F~. '~ ~; OF '~D~p~1CTI0NS AND ASSESSMENT OF TAX
PO BOX 280601 -~ --='~
HARRISBURG PA 17128-0601
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CHARLES E SHIEL'~`~1 fly"`' 'v,ir'h
6 CLOUSER RD
MECHANICSBURG PA 17D55-9751
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
DATE 04-23-2012
ESTATE OF KIRKMAN HELEN B
DATE OF DEATH 12-08-2010
FILE NUMBER 21 10-1256
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 F-
REV-1547 EX AFP f12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIRKMAN HELEN BFILE N0.:21 10-1256 ACN: tnl neTF~ n~_~z_~n,~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 150,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form witF your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 3,264.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 133,705.47
8. Total Assets (8) 306,969.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 4 0.789.12
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) 720.5 9
11. Total Deductions X11) 41,509.71
12. Net Value of Tax Return X12) 265,460.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 265,460.17
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 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ~6F:. 460 - 1 7 x 045 = 11 , 945.7 L
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 (19)= 11,945.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-25-2011 CD015113 .00 4,200.00
10-25-2011 CD015112 .00 6,051.77
INTEREST IS CHARGED THROUGH 05-08-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 10,251.77
BALANCE OF TAX DUE 1,693.94
INTEREST AND PEN. 73.27
TOTAL DUE 1,767.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL 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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