HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX a .- pennSyLVBnla
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE k DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION - -- REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED O r FI C E OF
RED 11 Sc TyR CF �" 1LUS DATE 04-08-2013
Z ESTATE OF KILE JESSIE M
'0�j �IPl1 5 ��^1 1i CtT DATE OF DEATH 02-25-2011
U FILE NUMBER 21 11-0346
C LEFK 0 COUNTY CUMBERLAND
JERRY R DUFFIE/� ACN 101
301 MARKET ST ORPHANS ' COURT APPEAL DATE: 06-07-2013
PO BOX 10 9 C U M C E R L A AN,C 0`C., PA (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT' PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS f-
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REV-1547 EX AFP (:12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KILE JESSIE MFILE NO. :21 11-0346 ACN: 101 DATE: 04-08-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) 90,837.68 NOTE: To ensure proper
2. Stocks and Bonds (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/Noises Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 00
8. Total Assets (8) 90 ,837.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10 ,153.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 765. 00
11. Total Deductions (11) 10,918.00
12. Net Value of Tax Return (12) 79,919.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 516,853.52
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) r,16.RS3-r;? x 045 = 23,258.41
17. Amount of Line 14 at sibling rate (17) _ 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 23,258.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-07-2012 CDO15942 . 00 19,923.41
08-20-2012 SBADJUST .00 3.02
12-28-2012 CDO16984 377. 01- 3,714.05
TOTAL TAX PAYMENT 23,263.47
BALANCE OF TAX DUE 5.06CR
INTEREST AND PEN. .00
TOTAL DUE 5.06CR
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 FOR INSTRUCTIONS. (��