HomeMy WebLinkAbout04-16-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `` APP~RA-~$R1'~F,..~T 1~/+~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION . ~ O_F ~EDUCtT~I~'S AND ASSESSMENT OF TAX
PO BOX 280601 -,.'- F; n
HARRISBURG PA 17128-0 601 `~' ~ ~ ... -
C1) 130,000.00
cz) .00
C3) .00
c4) .00
c5) 26,929.00
c6) .00
~7) .00
~~~~ ~~~ ~ ~ ~-~ ~~' ~ 6 ESTATE OF KURTZ-2010 KENNETH L
DATE OF DEATH 02-18-2009
~LE~~( ~~ FILE NUMBER 21 09-0222
Q~r~N,1~,~1 ~ ~ :' 1RT COUNTY CUMBERLAND
ROBERT G FREY l~ilJts ' `=!i ~' ~ ~' ~ `~
_ ACN 101
:,:
FREY K TILEY a APPEAL DATE: 06-11-2010
5 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS ~ - --------------
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KURTZ KENNETH LFILE N0.:21 09-0222 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 156 , 929.00
~y) 17.102.00
clo) 12,991.00
11. Total Deductions (11)
30,093.00
12. Net Value of Tax Return (12) 126,836.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 126,836.00
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 d ate.
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 C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 126.836.00 X 12 = 15,220.00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 15,220.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-15-2009 (0011237 526.32 10,000.00
10-22-2009 (0011886 .00 4,720.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 15,246.32
BALANCE OF TAX DUE 26.32CR
INTEREST AND PEN. .00
TOTAL DUE 26.32CR
y
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.