HomeMy WebLinkAbout12-02-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SsN:
FILE NUMBER: 2108-0375
DECEDENT NAME: KURTZ ALTA E
DATE OF PAYMENT: 12/02/2008
POSTMARK DATE: 1 2/02/2008
COUNTY: CUMBERLAND
DATE OF DEATH: 03/27/2008
REV-1162 EX(11-96)
N0. CD 010581
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 562.23
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 26878
SEAL
INITIALS: CJ
RECEIVED BY:
562.23
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REY-1547 EX AFP C06-05)
DATE 11-10-2008
ESTATE OF KURTZ ALTA E
DATE OF DEATH 03-27-2008
FILE NUMBER 21 08-0375
COUNTY CUMBERLAND
ROGER B IRWIN ESQ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: D1-09-2009
60 W POMFRET ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS f- ______________
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE ~F DEDUCTIONS A";D ASSESSME!!T OF TAX
ESTATE OF KURTZ ALTA E FILE N0. 21 08-0375 ACN 101 DATE 11-10-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 97,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 6,260.60 credit to your account,
DO 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) 4 77,104.18
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 580,364.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
24,458.13
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (1D) 1.8 92.11
11. Total Deductions C11) 26.3.0.24
12. Net Value of Tax Return C12) 554, 014.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 554, 014.54
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT L'F TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X DO = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 554, 014.54 X 045 = 24, 930.65
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 24,930.65
rArntNi KtCEiPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-26-2008 CD00994D 1,183.09 22,478.75
08-15-2008 CD010154 .00 1,206.58
PAYMENT MUST BE MADE BY 12-27-2008*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 24,868.42
BALANCE OF TAX DUE 62.23
INTEREST AND PEN. .00
TOTAL DUE 62.23
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)