HomeMy WebLinkAbout11-14-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERIT NOTICE OF INHERITANCE TAX
~q~pRA~3~ME{~~,:ACLOWANCE OR DISALLOWANCE
ANCE TAX DIVISION
PO BOX 280601 .,DF .DEDIICTIDNS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ '-~+,~ ~ ~_~~'~ ~ ,~ _ REV-1547 EX AFP (06-D5)
-2008
~~~~ ~'~~~ ~ ~ Q~~ i I I Z3
ESTATE OF KURTZ
ALTA E
DATE OF DEATH 03-27-2008
«~K ~ - FILE NUMBER 21 08-0375
C~~r?~ i i ~+~~~{j COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~+~~ ar-~ ~-,~ r ,-,~-~ PA ACN 101
IRWIN & MCKNIGHT _ APPEAL DATE: 01-09-2009
6 0 W P O M F R E T S T (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 --- - ---- R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E--
REV-1547 EX AFP C03-05) _
_
_ _________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 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 ( ) CHANGED
KtJtKVAI1UN 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
cl) 9 i', 000.00
c2) 6 260.60
c3) .00
c4) .00
c5) 477,104.18
c6) .00
n) .00
cB) 580,364.78
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 24,458.13
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1_,892 .11
11. Total Deductions
(11) 76.E 0_ 4
12. Net Value of Tax Return C12) 554, 014.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax C14) 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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 554, 014_.54 X 045 = 24, 930.65
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due
TAY rornrrc. _ cly)= 24, 930.65
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT F'AID
06-26-2008 (0009940 1,183.09 22,478.75
08-15-2008 (0010154 .00 1,206.58
PAYMENT MUST BE MADE BY 12-27-2008*.
TOTAL TAX CREDIT 24,868.42
BALANCE OF TAX DUE 62.23
INTEREST AND PEN. .00
TOTAL DUE 62.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)