HomeMy WebLinkAbout01-26-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAXOF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PC BOX 280601 DMEet V R D CC D OFFICE OF
HARRISBURG PA 1712f) 1 n
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DATE 01-27-2015
?Oq� jig% 2_6 PM 1 '-NESTATE OF KIMPEL LILLIAN M
DATE OF DEATH 12-14-2013
CLEI.'', OF FILE NUMBER 21 13-1340
WEIGLE QHA!`OJERR - A COUNTY CUMBERLAND
ACN 101
126 ECKXAQFst_'_' -I' APPEAL DATE: 03-28-2015
SHIPPENSBURG PA 17257-1326 (See reverse side under Objections)
Amount Remittedi
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
REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KIMPEL LILLIAN MFILE NO. :21 13-1340 ACN: 101 DATE: 01-27-2015
TAX RETURN WAS: C X) 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) 210,217.60 credit to your account)
S. 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) (5) 287,935.74
6. Jointly Owned Property (Schedule F) (6) 21,031 .17
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 519,184.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,709.54
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,155.02
11. Total Deductions (11) 26,864.56
12. Net Value of Tax Return (12) 492,319.95
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 492,319.95
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 492,319-95 x 045 = 22,154.40
17.. Amount of Line 14 at sibling rate (17) n13 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (is) .00 X 15 = .00
19. Principal Tax Due (19)= 22,154.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
03-14-2014 CDO18894 1,105.26 21,000.00
09-09-2014 CDO19652 .00 49.14
TOTAL TAX PAYMENT 22,154.40
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.