HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARR7SBURG PA 1]128-0601
NOTICE DF INHERITANCE TAX Pennsylvania ~
~AWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~j-~'d~ AND ASSESSMENT OF TAX REV-1s47 Fx AFP clz-117
2i112JUL t0 PN12~ t[ DATE 07-02-2012
ESTATE OF KITZMILLER MARY E
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STE 100 APPEAL DATE: D8-31-2012
1013 MUMMA RD (See reverse side under Objections)
L EMOYNE PA 17043-1144 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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: KITZMILLER MARY EFILE N0.:21 11-07D8 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (11 .00 NOTE: To ensure proper
2. Stocks and Bontls (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schetlula D) (4) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 17,986.37
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transters (Schedule G) (7) 1,257,221.55
e. Total Assets (el 1.275.207.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) (g) 77.921.16
10. Debts/MOrt9age Liabilities/Liens (Schedule I) (10) 2.D43.00
11. Total Deductions (117 29,964.16
12. Net Value of Tax Return (12) 1,245,243.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject Yo Tax (14) 1.245.243.76
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) .00 7( 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 .7G ~,74i-7F X 045 = 56,035.97
17. Amount of Line 14 at Sibling rate (17) DO X 12 = .00
18. Amounk of Line 14 taxable at Collateral/Class B rate (187 .00 7( 15 - .DO
19. Principal Tax Due (19)= 56.035.97
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-7 AMOUNT PAID
08-18-2011 CD014865 2,763.16 52,500.00
03-06-2012 CD015673 .00 772.82
TOTAL TAX PAYMENT 56,035.98
BALANCE OF TAX DUE .O1CR
INTEREST-AND PEN. .00
T07AL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.