HomeMy WebLinkAbout05-22-12r (~~~r~ N .C-E,• ('INHERITANCE TAX ennsylvania ~ r :~
A~~`~3~~N1`r~f~NDWANCE OR DISALLOWANCE ~ '
BUREAU OF INDIVIDUAL TAXES pp r~~', ~--~;~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION p~,.:,},~E~UGTIfJ~1~S-C,4ND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 IX AFP (12-11)
HARRISBURG PA 17128-0601
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CHARLES E SHIELDS III~11M~~~~~ ~ ~" ~~
6 CLOUSER RD
MECHANICSBURG PA 17055-9751
DATE 05-14-2012
ESTATE OF KITZMILLER ESTHER M
DATE OF DEATH 04-06-2011
FILE NUMBER 21 11-0482
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _
______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: KITZMILLER ESTHER MFILE N0.:21 11-0482 ACN: 101 DATE
: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 64,000
00
2.
Stocks and Bonds (Schedule B) (2) .
36.20 NOTE: To ensure proper
credit to your account
3.
Closely Held Stock/Partnership Interest (Schedule C) (3)
.00 ,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
30,000
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
9 9,8 58.62 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (a) 193,894.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y)__ 33.10 8 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 194.41
11. Total Deductions
12.
Net Value of Tax Return C11) 33,298.28
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule (12)
J) 160,596.54
14.
Net Value of Estate Subject to Tax (13) .00
(14) 160,596.54
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
,
reflect figures that include the total of ALL returns ,
and 19 will
ASSESSMENT OF TAX: assessed to date.
15. Amount of Line 14 at Spousal rate (15) 00
0 0 =
16.
Amount of Line 14 taxable at Lineal/Class A rate (16) 160 .
X
rq6 ~ .00
17. ,
Amount of Line 14 at Sibling rate , X 045 =
7,226.84
(17) 00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS: (19) = 7,226.84
r,a,neni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-01-2011 CD014658 157.50 2,992.50
11-08-2011 CD015188 .00 4,076.84
TOTAL TAX PAYMENT 7,226.84
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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