HomeMy WebLinkAbout07-06-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ NQ'F~,C~ .QF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i~.RPR,A~,S`8f1~1LT._'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `
PO BOX 280601 ; ;~TaF DEDUCTI(7NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 '~'~' ~ " " '' REV-1547 EX AFP CO1-09)
C~~~J~~ T~ py~~~~ na DATE 06-29-2009
U7 Nit U 7 ESTATE OF KAUFFMAN NANCY L
etc DATE OF DEATH 11-09-2008
vi.r~~~+~1t~ FILE NUMBER 21 08-1166
~F~~~~ ~~T COUNTY CUMBERLAND
JOEL R ZULLINGER ~~~~~ ~.. ACN 101
STE 200 APPEAL DATE: 08-28-2009
14 N MA I N ST (See reverse side under Objections)
CHAMBERSBURG PA 17201 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 F- _ __________
REV-1547 EX AFP COI-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAUFFMAN NANCY L FILE N0. 21 08-1166 ACN 101 DATE 06-29-2009
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 2,758.65
6. Jointly Owned Property (Schedule F) (6) 5, 375.52
7. Transfers (Schedule G) ~7) ,QQ
e. Total Assets C8) 28, 134.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 2,917.75
(9)
Z0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 194 .96
11. Total Deductions X11) ;.117.71
12. Net Value of Tax Return C12) 25,021.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 25, 021 .46
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) 25, 021.46 X 045 = 1 , 125.97
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ ,00
19. Principal Tax Due c19)= 1,125.97
rex rocnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-05-2009 (0010871 56.30 1,069.67
TOTAL TAX CREDIT 1,125.97
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
o arFUNn_ sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)