HomeMy WebLinkAbout04-21-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Y�l►7��i DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex APP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-14-2014
ESTATE OF KENNEDY GERALDINE M
DATE OF DEATH 05-11-2011
FILE NUMBER 21 11-0596
FREY ROBERT G COUNTY CUMBERLAND
ACN 101
5 S HANOVER ST APPEAL DATE: 06-13-2014
CARLISLE PA 17013-3307 (See reverse side underOhjecdons)
Amount Remitted I
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 +--
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REV-1547 EX AFP COS-13� NOTICE OF ZHHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KENNEDY GERALDINE MFILE NO. :21 11-0596 ACN: 101 DATE: 04-14-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED { ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
I. Real Estate (Schedule A) (1) 129,700.00 NOTE: To ensure proper
2, Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stook/Partnership Interest (Schedule CS (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) 2,252.00
6, Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 131 .952•00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 33,059.00
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) . 00
11. Total Deductions (11) 33,059.00
12. Net Value of Tax Return 0123 98,893.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (L4) 230,224.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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 COO D
16. Amount of Line 14 taxable at lineal rate (16) 93n.296.nn X549= 3 6"09
17. Amount of Line 14 at sibling rate (17) .00 X Op -� ' - r 0
18. Amount of Lino 14 taxable at collateral rate (18) .00 X S�5;,
19. Principal Tax Due X 1;93�T7 1-K
TAX CREDITS: z `J? ;7:; (-, Cy
PAYMENT RECEIPT DISCOUNT (+) =D .�
AMOUNT PAID __Z1 DATE NUMBER INTEREST/PEN PAID C-) 'TT »-°. "'7
04-17-2012 CDO15861 .00 51909.9A N f M 08-16-2012 CD016396 .00 31 .9fo t-+ 4
11-26-2013 CDO18454 .00 661 .3A- 6Ln -fr
11-26-2013 CDO18455 269.41- 4,027.50
TOTAL TAX PAYMENT 10,361 .31
BALANCE OF TAX DUE 1 .22CR
I INTEREST AND PEN. .00
TOTAL DUE 1 .22CR
£ 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.