HomeMy WebLinkAbout09-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' ^ r'•~~ (N0"fICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES J-. ~
,X~PI~,~,IS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~y .;'¢ ~'O~p ~~,j,)UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~, i,_ _a +.' j ~ ~ `J{ '
HARRISBURG PA 17128-0601
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WILLIAM R KAUFMA~j,(.~Il~~~~~ ~•~
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940 CENTURY DR
MECHANICSBURG PA 17055-4376
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WARD PHILIP K FILE N0. 21 08-0520 ACN 101 DATE 09-07-2009
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) 128,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 35,405.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) (5) 20.218.23
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 133, 943.14
8. Total Assets (g) 317,566.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
43,349.72
(9)
(lo)_ 14.935.08
(11) X8.984-80
(12) 259,281.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 259,281.57
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`D CnTTC.
REV-1547 EX AFP CO1-09)
DATE 09-07-2009
ESTATE OF WARD PHILIP K
DATE OF DEATH 04-14-2008
FILE NUMBER 21 08-0520
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-06-2009
(See reverse side under Objections)
Amount Remitted-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
(ls) • 00 X
C16) • 00 X
(17) 259,281.57 X
(18)
00 X
00 _ .00
045 _ .00
12 _ 31,113.79
15 = .00
c19)= 31,113.79
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-14-2008 (0010017 1,555.69 35,000.00
TOTAL TAX CREDIT 36,555.69
BALANCE OF TAX DUE 5,441.90CR
INTEREST AND PEN. .00
TOTAL DUE 5,441.90CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)