HomeMy WebLinkAbout08-20-07
Appeal Date: 10-05-2007
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE c:> RETAIN LOWER PORTION FOR YOUR RECORDS ~
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KUTZ JR BENJAMIN D FILE NO. 21 05-0945 ACN 101
TAX RETURN WAS: ( ~ ) ACCEPTED AS FILED ( 0 ) CHANGED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14,022.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,263.73
11. Total Deductions (11) 20,286.58
12. Net Value ofTax Return (12) 40,346.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 40,346.11
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
. ~",=APP[RAt~E~~N't, AllOWANCE OR DISALLOWANCE
. ..' ..aF rn:OU.cTIONS AND ASSESSMENT OF TAX
-' " DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
08-06-2007
KUTZ JR
09-26-2005
21 05-0945
Cumberland
101
2007 AUG 20 P~1I2: 07
PAUL BRADFORD ORR ESQCLERK OF
P B ORR LAW OFFICE ORPHl-if\J'S COURT
50 E HIGH ST cur'.r:-~ '.~ Df.J.,
CARLISLE PA 17013
ESTATE OF
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
55,000.00
0.00
0.00
0.00
5,632.69
0.00
0.00
(8)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID .
07-21-2006 CD007006 -2.28
08..06-2007 SBADJUST
0.00 X .00
40,346.10 X .045
0.00 X.12
0.00 X .15
(19)
AMOUNT PAID
1,822.11
2.17
REV.1547 EX (01-ll7) PC
BENJAMIN
D
DATE 08-06-2007
NOTE: To insure proper
credit to your account,
submit the upper portion
ofthis form with your
tax payment.
60,632.69
0.00
1,815.57
0.00
0.00
1 ,815.57
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
(IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
1,815.57
0.00
0.00
0.00
C6