HomeMy WebLinkAbout09-04-12,.MD CE OF INHERITANCE TAX
"~~ ~ yA~~R-AI~I 'T, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~tt{,.,~
INHERITANCE TAX DIVISION ~;' .. dF:- ^~C.,~t4l~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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MURREL WALTERS 'TI~I~~S~~~ ~~'" ~a
54 E MAIN ST
MECHANICSBURG PA 17055-3851
Pennsylvania ~ ~.
DEPARTMENT OF REVENUE ,
_._ _
REV-1547 EX AFP (12-11)
DATE 08-27-2012
ESTATE OF KOVLAK HILMA L
DATE OF DEATH 10-13-2011
FILE NUMBER 21 11-llbl
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
(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----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ --
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOVLAK HILMA LFILE N0.:21 11-llbl ACN: 101 -----------------
OR
DATE: 08-27-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 , 383, 718.70
6. Jointly Owned Property (Schedule F) (6) 3, 441.53
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 1 , 387 , 160.23
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) 16,2 94.17
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28,448.42
11. Total Deductions (11) 44,742.59
12. Net Value of Tax Return (12) 1 , 342, 417.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 342, 417 . b4
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) 1 .342 , 417.64 x 045 = 60 , 408.79
17. Amount of Line 14 at Sibling rate C17) .0 ~ X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 60,408.79
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-06-2012 CD015425 2,842.11 54,000.00
05-15-2012 CD015969 .00 3,708.79
TOTAL TAX PAYMENT b0,550.90
BALANCE OF TAX DUE 142.11CR
INTEREST AND PEN. .00
TOTAL 'DUE 142.11CR
* 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 INSTRUCTIONS. „ )