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HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX peI1I1SyLVan�a APPRAISEMENT, ALLOWANCE OR DISALLOWANCE -I�ryDu�6��QET�jcS OF DEDUCTIONS AND ASSESSMENT OF TAX Q ` DEPARTMENT OF REVENUE QQ�����++ �� ETA D irI�IOpp{{N REV-1547 EX AFP (11-14) H15NR�S891 PA- 1`7128 0 01��� ?g15 fi'JG 3 PM 12 05 DATE 08-03-2015 ESTATE OF DUCKETT KENNETH W r DATE OF DEATH 07-12-2014 , FILE NUMBER 21 14-0672 ORPHAN)")' COUNTY CUMBERLAND CUMBERW AN C'­ �P"k JOHN D ACN 101 218 PINE ST APPEAL DATE: 10-02-2015 HARRISBURG PA 17101-1356 (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 E- -------------------- --------- ----- ------- --- ---- ------------------------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: DUCKETT KENNETH WFILE NO. :21 14-0672 ACN: 101 DATE: 08-03-2015 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 CSchedule B) (2) 340,636.01 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 CSchedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 265,667.29 6. Jointly Owned Property (Schedule F) C6) 12,683.23 7. Transfers (Schedule G) (7) .00 8. Total Assets C8) 618,986.53 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 60 ,950.43 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 27,827.04 11. Total Deductions (11) 88,777.47 12. Net Value of Tax Return (12) 530,209.06 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 530,209.06 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) 530,209.06 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) -00 x 045 = .00 17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00 19. Principal Tax Due C19)= 00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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.