HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX J pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE '' DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX -.
INHERITANCE TAX DIVISION REV-154] IX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED O ICE O
REO;STER OF `,VILLS DATE 06-04-2013
C ESTATE OF KILKO MARIE D
Filly JI ri�I 1 J5 DATE OF DEATH 08-06-2010
FILE NUMBER 21 10-0873
CL E�,K CF COUNTY CUMBERLAND
W S DANIELS ORPHANS' COORT ACN 101
STE 205 APPEAL DATE: 08-03-2013
1 W HIGH ST CUMBERLAND CO., PA (See reverse side under Objections)
CARLISLE PA 17013-2951 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 4-REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KILKO MARIE DFILE NO. :21 10-0873 ACN: 101 DATE: 06-04-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 50,438.20
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 50 ,438.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11 .721 .87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 678.37
11. Total Deductions (11) 12,400.24
12. Net Value of Tax Return (12) 38,037.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 38,037.96
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 (15) . 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 3R.n37-96 X 045 = 1,711 .71
17. Amount of Line 14 at sibling rate (17) -D0 X 12 = .DO
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1 ,711.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-02-2012 CDO15697 2. 16- 1,713.87
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-03-2012 TOTAL TAX PAYMENT 1 ,711 .71
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40 .09
TOTAL DUE 40.09
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.