HomeMy WebLinkAbout05-26-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTt ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISIO� 0 0 p OF D�rCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFF (11-14)
PO BOX 280601 FILE
HARRISBURG PA 17128-0601 VOILLS
DATE 05-25-2015
9015 FIRY 26 PM 12 50 ESTATE OF KISSINGER CHARLOTTE D
DATE OF DEATH 11-09-2014
GLEE '% OF FILE NUMBER 21 14-1131
COUNTY CUMBERLAND
KISSINGER .0RP86REY_ "� 'D.7
ACN 101
122 COOKS'Mr�tE[Rb'_I APPEAL DATE: 07-24-2015
SPRING CITY PA 19475 (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- 4- -------------------
1 7 E AF (11- 4) NOTICE OF INH iLLOWANCE OR
jj�: j4 - j- �_ i _� j - - jjITA CE X A RAI EME ,
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KISSINGER CHARLOTTE DFILE NO. :21 14-1131 ACN: 101 DATE: 05-25-2015
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) .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) (5) 117,067.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 21,001 .48
8. Total Assets (8) 138,069.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10,258.23
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 10,202.22
11. Total Deductions (11) 20,460.45
12. Net Value of Tax Return C12) 117,608.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 117,608.98
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) 117,6118-98 x 045 = 5,292.40
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 5,292.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
01-15-2015 CD020124 264.62 5,027.78
TOTAL TAX PAYMENT 5,292.40
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.