HomeMy WebLinkAbout04-25-14 NOTICE OF INHERITANCE TAX -- pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-28-2014
ESTATE OF BARR KENNETH L
DATE OF DEATH 10-02-2012
FILE NUMBER 21 12-1110
COUNTY CUMBERLAND
JIMBLUM ESQ GARY ACN 101
4615 DERRY ST APPEAL DATE: 06-27-2014
HARRISBURG PA 17111-2660 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BARR KENNETH LFILE NO. :21 12-1110 ACN: 101 DATE: 04-28-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 71,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
.00 submit the upper portior
S. 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) 7,327.50
6. Jointly Owned Property (Schedule F) (6) o
7. Transfers (Schedule G) (7) •002 [J -� m
B. Total Assets ( T M.3
APPROVED DEDUCTIONS AND EXEMPTIONS: n
r
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 .845.4i-' n r- fV m (DTI
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,608.4D' CCn ;:..7 Cl"1 C?
11. Total Deductions (l I� n '4dl,45 \•
12. Net Value of Tax Return ( -n '8 •�
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) ($3)M _•�
14. Net Value of Estate Subject to Tax ( )� 36.893.6
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/oruI9 wile
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) 34.871-AR X 045 = 1,659.32
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)= 1,659.32
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-12-2013 CDC18527 22. 18- 1,681 .63
TOTAL TAX PAYMENT 1 ,659.45
BALANCE OF TAX DUE . 13CR
INTEREST AND PEN. .00
TOTAL DUE . 13CR
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.