HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsylvania
DISALLOWANCE APPRAISEMENT, ALLOWANCE OR DISAL 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 06-23-2014
ESTATE OF KUNKEL MARTHA L
DATE OF DEATH 03-29-2013
FILE NUMBER 21 14-0100
COUNTY CUMBERLAND
LENOX DAVID J ACN 101
STE 3 APPEAL DATE: 08-22-2014
8 TRISTAN DR (See reverse side under Objections)
DILLSBURG PA 17019-1638 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 H
REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNKEL MARTHA LFILE NO. :21 14-0100 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: OO ACCEPTED AS FILED ( ) 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) (2) 1 ,392.00 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) 4,235.00
6. Jointly Owned Property (Schedule F) (6) 3,217. 15
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 8.844. 15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,393.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 11393.50
12. Net Value of Tax Return (12) 7,450.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 7,450.65
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) 7.4Fn .6r' X_ 045 = 33528
17. Amount of Line 14 at sibling rate (17) .00 X1C2� = --� rn00
18. Amount of Line 14 taxable at collateral rate (18) .00l+jj = C �-) 200
19. Principal Tax Due RT z9C Z (3,35a 28
TAX CREDITS: (`z- p n
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID T (A C� 7:3 C7
DATE NUMBER INTEREST/PEN PAID (-) C) CD
02-20-2014 CDO18791 .76- 336.(04p .� t,� �
06-16-2014 SBADJUST .00 .J OC n
M
s Cn -n
s
TOTAL TAX PAYMENT 335.28
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.