HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX pennsyLvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX __
PO BOX 28 &9 [)tSO i E O REV-1547 EX AFP (11-14)
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DATE 08-31-2015
?gI5 nEp 8 PM 12 93 ESTATE OF KIRKPATRICK NORMA P
DATE OF DEATH 05-17-2014
CLEf(.E C;: FILE NUMBER 21 14-0558
COUNTY CUMBERLAND
0 QOMXRAN T ACN 101
5p'GETITYSBURG RD- APPEAL DATE: 10-30-2015
A P
0&1 L L P A 17 011-7 2 0 8 (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 ---
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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: KIRKPATRICK NORMA PFILE NO. :21 14-0558 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 179,200.00 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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,74 0.00
6. Jointly Owned Property (Schedule F) (6) 7,113.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 191 ,053.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 23,787.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 52.00
11. Total Deductions (11) 23,839.00
12. Net Value of Tax Return (12) 167,214.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 167,214.00
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) 157,881 .00 X 12 = 18,946.00
18. Amount of Line 14 taxable at collateral rate (18) 9,333.00 X 15 = 1,400.00
19. Principal Tax Due (19)= 20,346.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-13-2014 CDO19551 1,017.30 21,000.00
TOTAL TAX PAYMENT 22,017.30
BALANCE OF TAX DUE 1 ,671 .30CR
INTEREST AND PEN. .00
TOTAL DUE 1,671 .30CR
* 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. �\\(�