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HomeMy WebLinkAbout11-30-12BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 260601 HARRISBORG Pe t7va-ncn, NOTICE OF INHERITANCE TAX ~ Pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS. AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE REY-1547 EX AFP (09-12) RECORDED OFFICE OF REGISTER OF !! LS ~G12 SOU 30 Afi 1~. ~Q WILLIAM A DUNCAN CLERK OF 1 IRINE ROW QRPHANS' COURT CARLISLE Ci~gLIT~.~lTFU~O., PA DATE 12-03-2012 ESTATE OF KENNY CLARA D DATE OF DEATH 03-19-2012 FILE NUMBER 21 12-0535 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 02-01-2013 (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 OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KENNY CLARA DFILE N0.:21 12-0535 ACN: 101 DATE_ 17_nz_~n TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A] C1) 192, 000 00 2. Stocks and Bonds (Schedule B) . 0 0 NOTE: To ensure proper C2) , credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) ,0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 18,1 2 3.57 tax payment. 6. Jointly Owned Property tSchedule F) C6) 3,246.80 7. Transfers (Schedule G) C7) .00 8. Total Assets APPROV ED DEDUCTIONS AND EXEMPTIONS: Ca) 213.370.37 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq)_ 5.2 7 7.4 10. Debts/Mortgage Liabilities/Liens (Schedule I) Clp) 118. 90.14 11. Total Deductions C11) 123,667.56 12. Net Value of Tax Return 89 702 81 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (12) , . 0 0 14. Net Value of Estate Subject to Tax C13) . C14) __ 89,702.81 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 C15) .00 X 00 = .0 0 16. Amount of Line 14 taxable at lineal rate C16) R9.707_R1 X 045 = 4,036.63 17. Amount of Line 14 at sibling rate (17) -~ n X 12 = 18 A .0 0 . mount of Line 14 taxable at collateral rate C18) 0 0 X 1 5 = 19. Principal Tax Due . .0 0 TAX CREDITS: C19)= 4, 036.63 PAYMENT DATE 05-18-2012 08-31-2012 RECEIPT NUMBER CD015989 CD016456 DISCOUNT (+) INTEREST/PEN PAID C-) 184.21 .DO AMOUNT PAID 3,500.00 352.42 ~ IF PAID AFTER-DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. TOTAL TAX PAYMENT 4,036.b3 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE \ `1~ A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. '~~