HomeMy WebLinkAbout04-16-10NOTICE OF INHERITANCE TAX pennsy van~a ~
AP~R~,~~,~~6N~n~;p~~~IANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES , ,
INHERITANCE TAX DIVISION ` C3F - - E~}IFC~# ~{ ND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601 ~ _~-'-" -~' -~' ~ "`'
~fl~0 APR 16 P~ ~2• ~~ ESTATE OF KRAMER2010 CARROLL E
DATE OF DEATH 03-28-2009
~~~~,~( ~~ FILE NUMBER 21 09-0327
,C ~,i'~U~T COUNTY CUMBERLAND
WILLIAM A DUNCAN ~~NC','~'. ~~':
DUNCAN 8~ HARTMAN~'~'''~`'-` "`1',~~~'~ ~"'~" ~~ ACN 101
APPEAL DATE: 06-11-2010
l I R V I N E ROW (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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: KRAMER CARROLL EFILE N0.:21 09-0327 ACN: 101 DATE: 04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 19, 784.22 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 4,5 0 0.0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 126,811.85
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 151 , 096.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 9,14 7.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,9 2 3.19
11 . Total Deductions C11) 32, 070.49
12. Net Value of Tax Return (12) 119, 025.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 119, 025.58
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 Lfne 14 at Spousal rate C15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 1 9 , 025.58 x 045 = 5, 356.15
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due (19)= 5, 356.15
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-27-2009 CD011283 210.53 4,000.00
10-22-2009 CD011887 .00 1,145.75
TOTAL TAX PAYMENT 5,356.28
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
TOTAL DUE .13CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.