HomeMy WebLinkAbout04-30-12r!-(~ ~~ _~ ~ .`_~~E OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES i t4
INHERITANCE TAX DIVISION h 0~ ~ D'~D~1.GTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT G FREY
5 S HANOVE:R ST
CARLISLE PA 17013-3307
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 04-23-2012
ESTATE OF KENNEDY CRAIG S
DATE OF DEATH 12-28-2010
FILE NUMBER 21 11-0008
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 (12-11) 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: oa-~~-~nl~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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) C2) .00 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) 58,856.0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 106,614.00
8. Total Assets c8) _ 165,470.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/'Misc. Expenses (Schedule H) Cq)_ 20.4 08.00
10. Debts/Mortgage Liabilities/L.iens (Schedule I) (10) 658.00
11. Total Deductions (11) 21,066.00
12. Net Value of Tax Return (12) 144,404.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 144,404.00
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
c15) .00 x
(16) .00 X
c17) . n0 x
c18) 144,404.00 X
00 - .ou
_
045 .00
_
12 .00
15 = 21,660.60
c19) 21,660.60
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-27-2011 CD015386 159.86- 26,754.99
TOTAL TAX PAYMENT 26,595.13
BALANCE OF TAX DUE 4,934.53CR
INTEREST AND PEN. .00
TOTAL DUE 4,934.53CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (C:R), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.. '~
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