HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX A . pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTF REVENUE
R
INHERITANCE TAX DIVISION REV-1547-1547EXXAFP (11-14)
PO BOX URG280601
PA [}ECOt�v`!'1 OFFICE
OF
HARRISBURG PA 17128-0 1 V V it L.� I L� L1
r:.EG!S T ~ '` "LLS DATE 02-16-2015
7�1 FEB 17 FPI �� ESTATE OF KENNEY KATHLEEN R
DATE OF DEATH 04-19-2014
FILE NUMBER 21 14-0411
C LE I, _ COUNTY CUMBERLAND
HATCH ESQ ORPJJFRA`1G.`;,,A ACN 101
2109 MAR T S ,-.. : APPEAL DATE: 04-17-2015
CAMP HILL PA 17011-4x/23 (See reverse side under Objections)
Amount Remitted
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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KENNEY KATHLEEN RFILE NO. :21 14-0411 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: C 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) 40.98 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 107,36 2. 12
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 107,403. 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc, Expenses CSchedule H) (9) 11 ,060.47
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,321 .39
11. Total Deductions (11) 12,381.86
12. Net Value of Tax Return (12) 95,021 .24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 95,021 .24
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 (17) 19.nn4-25 x 12 = 2,280.51
18. Amount of Line 14 taxable at collateral rate (18) 76,017.00 X 15 = 11,402.55
19. Principal Tax Due (19)= 13,683.06
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-10-2014 CDO19406 684.15 13,000.00
TOTAL TAX PAYMENT 13,684. 15
BALANCE OF TAX DUE 1 .09CR
INTEREST AND PEN. .00
TOTAL DUE 1 .09CR
* 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.