HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 10-06-2014
ESTATE OF KUNKLE J D
DATE OF DEATH 09-13-2011
FILE NUMBER 21 14-0427
ALEXANDER ESQ JANE M COUNTY CUMBERLAND
ACN 101
148 S BALTIMORE ST APPEAL DATE: 12-05-2014
PO BOX 421 (See reverse side under Objections)
DILLSBURG PA 17019-1007 Amount Remitted I 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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNKLE J DFILE NO. :21 14-0427 ACN: 101 DATE: 10-06-2014
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) .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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (S) 1,974.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets 1 ,274.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 937.05
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 32,280.24
11. Total Deductions (11) 33,217.29
12. Net Value of Tax Return (12) 31 ,242.63-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 31,242.23-
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 am
":)- - 71
16. Amount of Line 14 taxable at lineal rate (16) -nn x
17. Amount of Line 14 at sibling rate (17) -nn x
18. Amount of Line 14 taxable at collateral rate (18) .00 X rl.� V
19. Principal Tax DueJ :�-j .40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
C-) rl -T7
AMOUNT PAID ..I
1 11
NUMBER INTEREST/PEN PAID C-) 7
DATE
,7
r- M
f
(7) 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.