HomeMy WebLinkAbout02-02-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITAPAtLtPiVjt1`O OF DEDUCTIONS AND ASSESSMENT OF TAX
OREV-1547 EX AFP (11-14)
F
PO Box 2
HARRISBURG,.QA
DATE 02-02-2015
IFEBESTATE OF KENNEDY JUAN
DATE OF DEATH 02-07-2014
CLEF,", 03 F FILE NUMBER 21 14-0139
G I aCW1 A ;,- H f AERT X COUNTY CUMBERLAND
r ACH 101
OJ V.Dfib H S T- APPEAL DATE: 04-03-2015
CARLISLE PA 17013-3015 (See reverse side under Objections)
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: KENNEDY JUAN FILE NO. :21 14-0139 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 98,067.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .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) 51,732.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7)
66,785.27
8. Total Assets (8) 216,585.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 23,265.38
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 3,437. 12
11. Total Deductions (11) 26,702.50
12. Net Value of Tax Return (12) 189,882.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 189,882.65
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) 1 R9,RR2-49; x 045 = 8,544.72
17. Amount of Line 14 at sibling rate C17) -00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,5414.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-24-2014 CDO19054 368.42 7,000.00
09-25-2014 CDO19714 .00 1,176.30
TOTAL TAX PAYMENT 8,544.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. 100
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.