HomeMy WebLinkAbout11-13-12~~l ~~,.i~t~~£`~~E OF INHERITANCE TAX ~ pennsylvania
BUREAU OF INDIVIDUAL TAXES t~ ~{?'~1'Jr I~~f~ , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~rr`.~I,`• ~,L9~r.HEA,:}1~TIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 `~' '~'-~'J REV-1547 EX AFP (09-12)
HARRISBURG PA 17128-0601
`'`'~~ ~~~'~ ~ ~ ~~ E~ , ~ DATE 11-05-2012
ESTATE OF KENNEDY MARY R
DATE OF DEATH 05-27-2012
~~~';~~rt~''J ~~J~;' FILE NUMBER 21 12-0644
~i~~~~Nl ~A,~'\J~ (~(1, PA COUNTY CUMBERLAND
JAMES M BACH E ACN 101
352 S SPORTING HILL RD APPEAL DATE: 01-04-2013
M E C HA N I C S B U R G P A 17 0 5 0- 3 0 61 (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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KENNEDY MARY RFILE N0.:21 12-0644 ACN: 101 _
OR
DATE: 11-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds [Schedule B) C2) .O 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) ~4)
.00 of this form with your
taz payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16 0,6 98.31
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7? .0 0
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: cs) 160.698.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 3 0.7 35 8 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 30,735.82
12. Net Value of Tax Return C12) 129,962.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 0
14. Net Value of Estate Subject to Tax C13) -
(14) _ _ 129,962.49
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) 1 99 • 969 49 X 045 = 5, 848.31
17. Amount of Line 14 at sibling rate C17) 00 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .0 0 X 15 = .0 0
19. Principal Tax: Due C19) =
TAX CRE
DITS: 5,848.31
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-21-2012 CD016548 .00 5,848.31
TOTAL TAX PAYMENT 5,848.31
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 FOR INSTRUCTIONS.