HomeMy WebLinkAbout01-25-13NOTICE OF INHERITANCE TAX }F ~ a pennSy~Van~a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
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~,~, , °, ~=~DATE 01-21-2013
&~ '° ~`' -'w°~ ESTATE OF ALLEMAN JANICE W
DATE OF DEATH 06-14-2012
''~~ ~ ~'{`'+ ~5 ~ ~P ~ ;:~ILE NUMBER 21 12-0712
COUNTY CUMBERLAND
SHELLY J KUNKEL ~`_ ~ ~ ACN 101
109 LOCUST ST „~„ APPEAL DATE: 03-22-2013
H A R R I S B U R G P A 17101` ~. `4 ~~~ " z..j ( See reverse side under Objections
"F `~~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 C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: ALLEMAN JANICE WFILE N0.:21 12-0712 ACN: 101 DATE: 01-21-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) C2) 52,510.92 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 266,407.39
6. Jointly Owned Property (Schedule F) C6) 40, 009.45
7. Transfers (Schedule G) C7) 56,208.78
8. Total Assets (8) 415 , 136.54
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 0,4 2 5.51
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,2 3 0.5 5
11. Total Deductions C11) 21,656.06
12. Net Value of Tax Return C12) 393,480.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 393,480.48
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 393 , 480 _ 48 x 045 = 17, 706.62
17. Amount of Line 14 at Sibling rate C17) .0 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 C19)= 17,706.62
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-24-2012 CD016430 885.33 18,500.00
TOTAL TAX PAYMENT 19,385.33
BALANCE OF TAX DUE 1,678.71CR
INTEREST AND PEN. .00
TOTAL DUE 1,678.71CR
* 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.