HomeMy WebLinkAbout10-22-12 (2)BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
rrr„~~.~~_~ ;;, LL.~ E OF INHERITANCE TAX
TAXES ~~-~,!-;:"~~~fi~A~lS#BM ALLOWANCE OR DISALLOWANCE
~~-r"+r') ~ `~~~.4 ti~'~1~~jTIONS AND ASSESSMENT OF TAX
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KATHY A KOKOSKI ~Mg~~L~Vd C~., PA
6209 WESTOVER DR
MECHANICSBURG PA 17050-2341
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 10-16-2012
ESTATE OF HILTON PAUL J
DATE OF DEATH 10-23-2011
FILE NUMBER 21 11-1149
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMLNT:TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- ~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEME
NT, ALLOWANCE _ __
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE 0F: HILTON PAUL JFILE N0.:21 11-1149 ACN: 101 DATE: 10-1 -2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE O
F RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 00
2. Stocks and Bonds (Schedule B) (2) .
478,404.06 NOTE: To gnsurle proper
credit to your~~, account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the uppjar portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form w~lth your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
8 98,141.65 tax payment.
6. Jointly Owned Property (Schedule F) (6) 1 98,702.68
7. Transfers (Schedule G) (7) 78,500.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ($) - 1,653,7481.39
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 61.00 7.8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.4 26.8 7
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15
reflect figures that include the total of ALL return
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
~~*^~ry~ RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
01-10-2012 CD015437 9,736.84
07-17-2012 CD016267 .00
00 :~ 00
045 = X 00
12 = .' 00
15 = 238,397.' 05
(19)= 238,397. 05
85,000.00
43,660.21
TOTAL TAX PAYMENT 238,397.0
BALANCE OF TAX DUE .UIU
INTEREST AND PEN. ,Op
TOTAL DUE ,0
C11) 64,..434'.69
c12) 1,589,'.,313 70
C13) _ ~_T00
(14) 1,589,j313~70
and/or 16, 17, 18 and 19 will
s assessed to date.
(15) .00 X
cls) . no X
C17) _ ~0 X
cls) 1,589,313.70 X
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO-~S.
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