HomeMy WebLinkAbout08-20-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
~-,-;~,-, ,. - r~-~ ,,~IOTICE~OF INHERITANCE TAX
~~-~~R1~IS~MI~NYT~,#rALLOWANCE OR DISALLOWANCE
'~ p~F-; DED'UGT~ONS AND ASSESSMENT OF TAX
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CRAIG A DIEHL ESQ -
3464 TRINDLE RD
CAMP HILL PA 17011-4436
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Pennsylvania t,.,^~~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 08-16-2010
ESTATE OF KAEMPF LLOYD W
DATE OF DEATH 10-29-2009
FILE NUMBER 21 09-1127
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-15-2010
( See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG T_H IS L INE _ --~ R_ ETA_ IN LOWER PO R_ TI ON_ FOR YOUR RECO_ RDS ~-~-'-
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAEMPF LLOYD WFILE N0.:21 09-1127 ACN: 101 _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
OR
DATE: 08-16-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 7,2 0 6.0 0 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 211 , 286.33
6. Jointly Owned Property (Schedule F) (6) 5, 198.97
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) __ 223, 691.30
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5,5 9 5.29
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,39 2.0 3
11. Total Deductions C11) - 14,987.32
(12? 208,703.98
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts -
(Schedule J) (13) _ .0 0
4 f Estate Subject to Tax
t V
l
N (14) 208, 703.98
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e
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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.
ASSESS MENT 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 (Lb) ?OS , 703.98 x 045 = 9, 391.68
17. Amount of Line 14 at Sibling rate (17) DO X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 9,391.68
TsY f'RFT)TTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-28-2010 CD012831 .00 9,391.68
TOTAL TAX PAYMENT 9,391.68
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" fCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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