HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Qu
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280.601 C
HAl SQI6� 12 f6_II v E OF
REG1STI-111 OF WILLS DATE 08-10-2015
PM
`O n ESTATE OF KERSTETTER HAROLD A
?015 AUG 17 PM 12 DATE OF DEATH 11-26-2014
FILE NUMBER 21 14-1139
CLE.".`� " , COUNTY CUMBERLAND
�jj tt l E.S_Q.UI _ ANDREW C ACN 101
C2'T'S''MARK'ET ST APPEAL DATE: 10-09-2015
C U M'rPb1ngpX t 95' ' ' .11 (See reverse side under Objections)
MECHANICSBURG PA 17055-0095 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KERSTETTER HAROLD AFILE NO. :21 14-1139 ACN: 101 DATE: 08-10-2015
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,
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) 218,161 .80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 59,192.48
8. Total Assets (8) 277,354.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,604.23
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 13,604.23
12. Net Value of Tax Return C12) 263,750.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 263,750.05
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 C16) 743.7�;n-Dr'' x 045 = 11,868.75
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 (19)= 11,868.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-19-2015 CD020253 565.79 10,750.00
04-01-2015 CD020439 .00 552.98
TOTAL TAX PAYMENT 11,868.77
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
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. (V\