HomeMy WebLinkAbout05-22-12~__,._
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD C SNELBAKER
44 W MAIN ST
,- .,
r;~f)F?i,~~7y~«I~~~~F~~NHERITANCE TAX
AP I~S~NfNTr~~~1~~OWANCE OR DISALLOWANCE
"~'ET3UC'I'IO'I~F3'~AND ASSESSMENT OF TAX
Cl) v~F~ 7L~~~fC i E~., P~,
MECHANICSBURG PA 17055-6249
Pennsylvania ~'
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-1ll
DATE 05-14-2012
ESTATE OF KERSHNER MARJORIE R
DATE OF DEATH 02-22-2011
FILE NUMBER 21 11-0288
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 F•
-----------
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
----------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KERSHNER MARJORIE RFILE N0.:21 11-0288 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 100,970
02
2.
Stocks and Bonds (Schedule B)
~2) .
00 NOTE: To ensure proper
credit t
, o your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
C5) •
5,140.25 tax payment.
6. Jointly Owned Property (Schedule F) ~6) 15, 163.40
7. Transfers (Schedule G) ~7) 479, 194.08
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 600,467 75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)__ .9 4 76
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.322.98
11. Total Deductions
12.
Net Value of Tax Return cll) 32,277.74
13.
Charitable/Governmental Bequests; Non-elected 9113 Tr
t C12) 568, 190. O1
14
Net V
l us
s (Schedule J) C13)
.00
. a
ue of Estate Subject to Tax
c14) 568, 190. O1
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total
of ALL ,
,
returns
and 19 will
ASSESSMENT OF TAX: assessed to d to
15. Amount of Line 14 at Spousal rate (15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .
X
X68
1 •00
17. Amount of Line 14 at Sibling rate .
90 O] x 045 = 25,568.55
18
Amount of Li C17) . nn x 12 = .00
. ne 14 taxable at Collateral/Class B ra te C18) 0 0
15 -
19. Principal Tax Due .
X
- .00
TAX CREDITS:
c19)=
25,568.55
~" "'ten' RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
-17-2011 CD014474 1,278.43
AMOUNT PAID
,000.
TOTAL TAX PAYMENT 26,278.43
BALANCE OF TAX DUE 709.88CR
INTEREST AND PEN. .00
TOTAL DUE 709.88CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~
~~