HomeMy WebLinkAbout06-22-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HAMILTON C DAVIS
STE 6
20 E BURD ST
SHIPPENSBURG
~,rr~~R.^.~N, ri!fi~5~ INHERITANCE TAX
~.i'~~t-~~1~1~I~~V~ LOWANCE OR DISALLOWANCE
P~F~.~€~~~'T'~. AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
a~lir- ~~t~ ~~ ~~it DATE 06-18-2012
ESTATE OF KUHNS JAMES B
'~`-~ DATE OF DEATH 03-04-2011
\.% ~.
~j~i~hr~,N~~ ,.,~~~i1~ FILE NUMBER 21 11-0375
t~1MBERt.AN~ CO., PA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-17-2012
(See reverse side under Objections)
PA 17257-1328 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 t-•
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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: KUHNS JAMES BFILE N0.:21 i1-0375 ACN: lnl nerF. nc_ist_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) C3) .0 0 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) C5) 2 7,774.26
6. Jointly Owned Property (Schedule F) (6) 58,872.25
7. Transfers (Schedule G) (7) 438, 082.00
8. Total Assets C8) 524 , 728 .51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) ri, 9.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions C11) 5,259.00
12. Net Value of Tax Return C1P) 519,469.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 519,469.51
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 (15) 519,469.51 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _n0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
PAYMENT I RECEIPT I DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
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.