HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALL�WANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT �F TAX REV-1547 IX AFP C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
��������` �����'� 0� DATE 03-25-2013
�E������ {�� ������.S ESTATE OF KIEFFER MARY D
DATE OF DEATH 08-14-2012
�'��� ��� 2� p� � �� FILE NUMBER� 21 12-1187
COUNTY CUMBERLAND
JAMES D BOGAR �LE�K �� ACN 101
ONE WEST MAIN ST + APPEAL DATE: 05-24-2013
SH I REMANSTOWN PA������S ����� (See reverse side under Objections)
C�:i++lBERLAND CQ., PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -� RETAIN LOWER PORTI�N FOR YDUR RECORDS �-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIEFFER MARY DFILE N0. :21 12-1187 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •�� NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5� 6 5 4.5 0
6. Jointly Owned Property (Schedule F) C6� 53,557.24
7. Transfers CSchedule G) ��� 31,077.80
8. Total Assets c8) 85,289.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 15,98 3.2 4
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� .0 0
11. Total Deductions C11) 15,983.24
12. Net Value of Tax Return C12� 69,30b.30
13. Charitable/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) �lg� .0 0
; 14. Net Value of Estate Subject to Tax C14� 69,306.30
NOTE: If an assess�ent 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16) �9•;��-;� x 045 = 3,118.78
17. Amount of Line 14 at sibling rate (17) -�� X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18? .0 0 X 15 = .0 0
19. Principal Tax Due C19�= 3�118.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-08-2012 CD0167b1 155.15 2,947.84
01-23-2013 CD017083 .00 15.79
TOTAL TAX PAYMENT 3,118.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00`
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.