HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 IX AFP (88-33)
PO 288681
HARRISBURG PA 1712E-8681
DATE 09-22-2014
ESTATE OF KEARNS JUNE F
DATE OF DEATH 01-23-2014
FILE NUMBER 21 14-0128
COUNTY CUMBERLAND
WAGGONER TIMOTHY C ACN 101
5006 E TRINDLE RD APPEAL DATE: 11-21-2014
MECHANICSBURG PA 17050-3647 (See reverse side under Objections)
Amount Remitted I�--
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —► RETAIN LOWER PORTION FOR YOUR RECORDS 4 -
REV-1547 EX AFP tO8-137 NOTICE OF 2NNERZTANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEARNS JUNE FFILE NO. :21 14-0128 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C } 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) . 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.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 191 ,223.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 21 ,386.00
8. Total Assets <8) 212,609.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15,351.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,629. 00
11. Total Deductions (11) 18,980.00
12. Net Value of Tax Return (12) 193,629.00
13. Cberitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2.000.00
14. Not Value of Estate Subject to Tax C147 191 ,629. 00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/,QS 19 will
reflect figures that include the total of all returns assess(e)d to daC4 ::a
ASSESSMENT OF TAX: c= ::0�,, rn M
15. Amount of Line 14 at spousal rate (15) .00 tk0 = } C7 C:"DO
16. Amount of Line 14 taxable at lineal rate (16) 186,430 on n�}a � "� 8�t'3`),00
17. Amount of Line 14 at sibling rate (17) .nn I'4 1 N rr1 tTT,00
18. Amount of Line 14 taxable at collateral rate (18) 5,000.00 }X' 1>3
19. Principal Tax Due QO
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID :1 :X7 �( (' III
DATE NUMBER INTEREST/PEN PAID (-)
04-07-2014 CDC18987 442.11 8,400;_00 N -rq
05-22-2014 CDO19193 .00 306.00
TOTAL TAX PAYMENT 9, 148.11
BALANCE OF TAX DUE . 11CR
INTEREST AND PEN. .00
TOTAL DUE . 11CR
* 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.