HomeMy WebLinkAbout05-07-12COMMONWEALTH OF PENNSYLVANIA REV-1162 EX111-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 71 28-060 7
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 015936
DUNCAN DAVID J
1227 SIR GEORGE CIRCLE
VIRGINIA BEACH, VA 23452
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
fold
ESTATE INFORMATION: sSN: 178-is-4555
FILE NUMBER: 2110-0993
DECEDENT NAME: KUHN THELMA P
DATE OF PAYMENT: 05/07/2012
POSTMARK DATE: 05/07/201 2
couNTY: CUMBERLAND
DATE OF DEATH: 09/24/2010
REMARKS: RECEIPT TO ATTY
SEAL
CHECK#142
101 ~ 5719.48
TOTAL AMOUNT PAID:
5719.48
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRA~RAI ~r,H
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX pennSy~Van~a ~
BUREAU OF INDIVIDUAL TAXES APP ~`S~!!IEWT, !AI~~O~~NCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION Or4DEDUDTIONS,:;~,-~1D ASSESSMENT OF TAX REV-1547 EX AFP (12-I1)
PO BOX 280601 C'L~ '~ .;_~j
HARRISBURG PA 17128-0601
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DATE 03-19-2012
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ESTATE OF KUHN THELMA P
DATE OF DEATH 09-24-2010
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FILE NUMBER 21 10-0993
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COUNTY CUMBERLAND
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ACN 101
5 S HANOVER ST APPEAL DATE: 05-18-2012
CARLISLE PA 17013-3307 (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~
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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: KUHN THELMA PFILE N0.:21 10-0993 ACN: 101 DATE: 03-19-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 74,900.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 27,760.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) 6,700.00
8. Total Assets (8) 109,360.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 28,66 .41
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions X11) 28,665.41
12. Net Value of Tax Return X12) 80,694.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 80,694.59
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 73.994.9 x 045 = 3,329.76
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 6,700.00 X 15 - 1,005.00
19. Principal Tax Due (19)= 4,334.76
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-16-2011 CD014974 .00 3,656.27
INTEREST IS CHARGED THROUGH 04-03-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
+ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 3,656.27
BALANCE OF TAX DUE 678.49
INTEREST AND PEN. 40.99
TOTAL DUE 719.48
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
pe'I'lC1$~/~Vc~111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
A PA 7
DECEDENT'S NAME FILE NUMBER
Thelma P. Kuhn 2110-0993
REVIEWED BY ACN
Wlyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 This transfer is fully taxable.
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