HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
P. T Al~LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ((~- DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~V i ~N$ AND ASSESSMENT OF TAX
PO BOX 280601 ~~U. ~~~ ~~!~ `'' REY-1547 EX AFP C12-11)
HARRISBURG PA 17128-0601 L~ 4 ~{ I ~~~ i~: •~ '~
:012 JUL 30 Phi 3~ 15
v~.~.r .
GREGORY M KERWIN (( ~ ~~O ~,~
4245 STATE ROUTE 2~
ELIZABETHVILLE PA 17023-8433
DATE 07-23-2012
ESTATE OF COURY DANIEL G
DATE OF DEATH 11-27-2011
FILE NUMBER 21 11-1311
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-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX
APPRAISEM _
ENT, ALLOWANCE ________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: COURY DANIEL GFILE N0.:21 11-1311 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 36 9,219.70 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .DO submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 410,966.39
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 23,292.37
8. Total assets cs) 803 478.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ F:6.;41 64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.93 7.12
11. Total Deductions (11) 58,278.76
12. Net Value of Tax Return C12) 745, 199.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 14.00 0.00
14. Net Value of Estate Subject to Tax _
(14) 731 , 199.70
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 d ate.
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 C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 191 .866.61 X 12 = 14,623.99
18. Amount of Line 14 taxable at Collateral/Class B ra te c18) 609, 333.09 X 15 - 91 , 399.96
19. Principal Tax Due C19)= 106, 023.95
TAX CREDITS:
~^ "'°"' rcn~clri DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-22-2012 CD015618 5,105.26 97,000.00
03-28-2012 CD015763 .00 3,918.69
TOTAL TAX PAYMENT 106,023.95
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" CCR), YOU MAY BE DUE ()
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. Y\/1,)\J1