HomeMy WebLinkAbout05-30-14 NOTICE OF INHERITANCE TAX pennsyLvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE To DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL inxes OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-26-2014
ESTATE OF KIRK CAROL 0
DATE OF DEATH 04-06-2013
FILE NUMBER 21 13-0474
COUNTY CUMBERLAND
DUFFIE JERRY R ACN 101
301 MARKET ST APPEAL DATE: 07-25-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 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 COS-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIRK CAROL OFILE NO. :21 13-0474 ACN: 101 DATE: 05-26-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( 7 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 36,572.97 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Int¢rest (Schedule C) (37 . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) '(5) 354,893. 12
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 106,397.61
8. Total Assets (8) 497.863.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 5.624.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,935. 16
11. Total Deductions (11) 18,559.90
12. Net Value of Tax Return (12) 479,303.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00.
14. Net Value of Estate Subject to Tax - C14) 479.303.80
o � ,
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17,) 18 ands IP wiBl
n
reflect figures that include the total of all returns assessed �$o dot e3 r: p
ASSESSMENT OF TAX: 7 =c� -9c C'.
15. Amount of Line 14 at spousal rate (15) 479,303.80 09 -1 n. 00
16. Amount of line 14 taxable at lineal rate (16) - nn u(' 0'fi51'r p 00
_n
17. Amount of Line 14 at sibling rate (17) -DD X. I'2 cl 0.09
18. Amount of Line 14 taxable at collateral rate (18) .00 X% 1(51 _'.0O
19. Principal Tax Due G97-ri - C7 00
TAX CREDITS: — M
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID -p D C N T
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ``^�
Vr