HomeMy WebLinkAbout07-30-12~[',(~ {{'~~N''OTICE OF INHERITANCE TAX pennsyLvania ~
BUREAU OF INDIVIDUAL TAXES f'}~ZJ~LJ'~T"~ ALLOWANCE OR DISALLOWANCE
j DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~~~*~^r(~~i~;~E~0~~I0NS AND ASSESSMENT OF TAX
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PO BOX 280601 ~;~ ~ ~,y ~
HARRISBURG PA 17128-0601
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JAN L BROWN ESQ ~~(~~~ ~., PA
STE 12
845 SIR THOMAS CT
HARRISBURG PA 17109-4843
DATE 07-23-.2012
ESTATE OF KENNEDY MARTHA R
DATE OF DEATH 11-09-2010
FILE NUMBER 21 11-0726
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2012
(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 -__- -• R_ETA_IN LOWER POR_TION_ 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: KENNEDY MARTHA RFILE N0.:21 11-0726 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) .00 NOTE: To ensure proper
(2) 2, 095.. 08 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
Is) 3, 959.81
c6) .00
In_ .00
ca) 6.054.89
(9) 4. .07
clo)_ 1.521.82
11. Total Deductions C11) 6,054.89
12. Net Value of Tax Return (12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) .00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 a nd 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due C19)=
TAX CREDITS: .00
rwrntnr RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT 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.
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