HomeMy WebLinkAbout09-30-13 NOTICE OF INHERITANCE TAX .� pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601
RFOOR0170 `!I E OF DATE 09-30-2013
v.' .. ,LLS ESTATE OF KOHLER WILLIAM
DATE OF DEATH 05-28-2012
30 PM 12 OO � FILE NUMBER 21 12-0687
LJ COUNTY CUMBERLAND
SHIELDS III CHARLES E ACN 101
6 CLOUSER RD CL-RK 3.7 APPEAL DATE: 11-29-2013
MECHANICSBURGORPIOa Ni OC9g'=.Wr,l (See reverse side under Objections)
CUMBERLAND CO., Pty 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
REV 1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOHLER WILLIAM FILE NO. :21 12-0687 ACN: 101 DATE: 09-30-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. OL
1. Real Estate (Schedule A) Cl) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) . 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 (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 ,693.44
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) 1 ,693.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 236.55
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 100
11. Total Deductions C11) 236.55
12. Net Value of Tax Return C12) 1 ,456.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 60,628.78
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 (16) - nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) 29.489.46 X 12 = 3,538.73
18. Amount of Line 14 taxable at collateral rate Cis) 31,139.32 X 15 = 4,671 . 18
19. Principal Tax Due (19)= 8,209.94
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-28-2013 CDO17385 .00 8,031 .66
07-15-2013 CDO17884 20 .44- 199.98
TOTAL TAX PAYMENT 8,211.20
BALANCE OF TAX DUE 1.26CR
INTEREST AND PEN. .00
TOTAL DUE 1 .26CR
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 FOR INSTRUCTIONS.