HomeMy WebLinkAbout09-04-12r~t~,~r,; _~, ,., ,w,~~ I ~ OF INHERITANCE TAX pennSy~Van~a
+~+-.. ~•.Ap~R.A~~~lI~; ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~,s. ,~.,
• r , -, t;OF ;• ~~.~~~~',IONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
INHERITANCE TAX DIVISION ~, •.,,•,., k._ _~ ,:_•~,.~
PO BOX 280601
HARRISBURG PA 17128-0601
-~. ~~~. ~d.~ "~ ~~"~ ~: ~~ DATE 08-27-2012
ESTATE OF KILE JESSIE M
DATE OF DEATH 02-25-2011
,~~. ' ~ 4; ~ ~~; , ~- FILE NUMBER 21 11 - 0346
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C~~~~<<~~-f°;+~'~L LQ„ Pa COUNTY CUMBERLAND
JERRY R DUFFIE ACN 101
301 MARKET ST APPEAL DATE: 10-26-2012
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043-0109 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: KILE JESSIE MFILE N0.:21 11-0346 ACN: 101 DATE: OS-27-2012
TAX RETURN WAS: CX) 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
~1) 451, 100.00
~2) 885.31
C3) .00
C4) .00
c5) 4 , 131 .44
C6) 8,218.22
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
~8) 464 , 335.63
c9) 13 , 681.32
Clo) 13,720.47
11. Total Deductions C11) 27,401.79
C 12) 436 , 933.84
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax C14) 436, 933.84
.
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 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/Class A rate C16) 4~b , 933 _ 84 x 045 = 19, 662.02
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) ,0 0 X 15 = .0 0
19. Principal Tax Due C19)= 19,662.02
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-07-2012 CD015942 261.39- 19,923.41
08-20-2012 SBADJUST .00 3.02
TOTAL TAX PAYMENT 19,b62.02
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.
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