HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 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 RECORDED OFFICE Ot-
HARRISBURG PA 17128-0601 REGISTF� -'F MUS DATE 11-03-2014
ESTATE OF KISSINGER SARA A
Air, 7 DATE OF DEATH 12-29-2012
CLE", FILE NUMBER 21 13-0146
COUNTY CUMBERLAND
KERWIN 0R8r#'9jWE_Ntt J ACN 101
4245 STATE CkWMIE,;;O 9 APPEAL DATE: 01-02-2015
ELIZABETHVILLE PA 17023-8433 (See reverse side under Objections)
Amount Remittedl
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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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KISSINGER SARA AFILE NO. :21 13-0146 ACN- 101 DATE: 11-03-2014
TAX RETURN WAS: CX) 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) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .
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) 116,454.13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets 116,454.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,695.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 12,695.67
12. Net Value of Tax Return (12) 103,758.46
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 42,212.54
14. Net Value of Estate Subject to Tax (14) 54,545.92
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) - nn, x 045 = .00
17. Amount of Line 14 at sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 54,545.92 x 15 = 81181 .89
19. Principal Tax Due (19)= 8,181.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-02-2014 CDO19383 183.83- 8,365.72
10-27-2014 SBADJUST .00 1.34
TOTAL TAX PAYMENT 8,181.89
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.