HomeMy WebLinkAbout03-05-10 NO-yT, IC~} OF INHERITANCE TAX Pennsylvania
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INHERITANCE TAX DIVISION ' tD'~`~DEDUR(TE'ONS AND ASSESSMENT DF TAX REV-1547 EX AFP (12-09)
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HARRISBURG PA 17128-0601
2010 MAR-5 AM I{.OJ DATE 03-01-2010
ESTATE OF KOONTZ INEZ J
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C DATE OF DEATH 01-04-2009
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- ACN 101
JOHNSON DUFFIE APPEAL DATE: 04-30-2010
(See reverse side under Objections )
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Aaount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PORTION FOR YOUR RECORDS ~ ---__-
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REY-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOONTZ INEZ JFILE N0.:21 09-0095 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: Cj() ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1.
2.
3. Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) (1)
(2)
(3) .00
248, 733.33
.00 NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Casfi/Bank Deposits/Misc. Personal Property (Schedule E) C5) 88,68 3.87
b. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 337 , 417 .20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 18.4 70.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,5 20.50
C11) 20,990.61
11. Total Deductions 316,426.59
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Sub~eet to Tax (14) 316,426.59
NOTE: If an assessaent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ;16. 426.9 x 045 ° 14,239.20
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 (19)= 14,239.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-26-2009 CD011048 526.32 10,000.00
08-19-2009 CD011650 .DO 3,712.88
TOTAL TAX PAYMENT 14,239.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.