HomeMy WebLinkAbout01-13-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
01-10-2006
KERR
04-30-2005
21 05-0477
CUMBERLAND
101
APPEAL DATE: 03-11-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~9~9_!~!~_~!~~______~___~~!~!~_~g~~~_~g~!!g~_~g~_~g~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEVERLY M FILE NO. 21 05-0477 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
FRANK H KELLY
KELLY FINANCIAL SERVS
400 BRIDGE ST STE 4
NEW CUMBERLAND PA 17070
ESTATE OF
KERR
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. "ortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
} CHANGED
ll}
(2)
(3)
(4)
(S)
(6)
(7)
.00
336,781.00
.00
.00
151. 706.00
.00
.00
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H)
10. Debts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
lS. Amount of Line 14 at Spousal rate (lS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
lS. Amount of Line 14 taxable at Collateral/Class B rate (lS)
19. Principal Tax Due
TAX CREDITS:
+
DATE
07-13-2005
NU"BER
CD005565
INTEREST/PEN PAID (-)
1,073.28
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
1l0}
9,647.00
REV-1547 EX AFP (06-05)
BEVERLY
M
1.828.00
lll}
112}
113}
114}
DATE 01-10-2006
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
488,487.00
11.475 DD
477,012.00
.00
477,012.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
477,012.00 X 045=
.00 X 12 =
.00 X 15 =
119}=
A"OUNT PAID
27,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
21,465.54
.00
.00
21,465.54
28,073.28
6,607.74CR
.00
6,607.74CR
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE L---
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)