HomeMy WebLinkAbout08-06-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
NOTI~~CEtt OF INHERITANCE TAX
~~~R1C ~eLOWANCE OR DISALLOWANCE
~~~~'.{r} ~t;j1~(t4~S AND ASSESSMENT OF TAX
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Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~~~~ AU6 -6 PM ~; z3 DATE 07-30-2012
ESTATE OF KENNEDY GERALDINE M
DATE OF DEATH 05-11-2011
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GOI~~T FILE NUMBER 21 11-0596
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WIVIDGnuwV~ C~.
~ COUNTY CUMBERLAND
, ACN 101
APPEAL DATE: 09-28-2012
PA 17013 (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 APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KENNEDY GERALDINE MFILE NO.e91 tt_n~oe wru. ,.., .,.~~ __ __ ____
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
~2) ,QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
70,679.00 tax payment.
6. Jointly Owned Property (Schedule F) C6) 68,973.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND ca) 139.652.00
EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) fig) F.678.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.64 3.00
11. Total Deductions
X11) 8,321.00
12. Net Value of Tax Return C12) 131,331.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
(14) _ 131.331.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16
17 18 and 19
i
reflect figures that include the total of
ALL ,
,
w
ll
returns assessed to date
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 (16) 13T.~31 -On X 045 = .
5,909
90
17. Amount of Line 14 at Sibling rate (17) On X 12 = .
.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = 00
19. Principal Tax Due .
TAX CREDITS: C19)= 5,909.90
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-17-2012 CD015861 00
. 5,909.90
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-18-2012 TOTAL TAX PAYMENT 5,909.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. 31.98
TOTAL DUE 31.98
* 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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