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HomeMy WebLinkAbout08-27-10co~„ION~~.i..Tx of P~s'~-vaxiA DATE: ~~TING 1,,jOriRESIDENi' UECED£NT CT: ~-=' SUBJE ~~ ~o~A17oN ~~ ` a-~ ~ ~-- ` CUUN'I'Y REGISTER OF W~-~ < ~ c-~ TO: ~c V ~`~`, ~ ~ ~' '~'' ,.,,,5 '-~ ~. r FROM: l°h°R' ~~~~t Uwt ~~. low Taoc I)ivisia~ - ~ _' ~..~ Bum ~ Indivi~ Taxes ~`' _._. of Reve~c taxable p~Y ~~ "' A ~ ~~~, ant filc informal CO° Y~ ~n'h'. mfonaativn so it may be availablc far firtttrc Please docker and filc the attach refieraacx. T~k you. t INHERITANCE TAX _,,~ -.--1", '( '~ RECORD ADJUSTMENT BUREAU OF INDIVIDUAL TAXES _' INHERITANCE TAX DIVISION PO BOX 280601 - _ HARRISBURG PA 17128-0601 r ~;~: ~.~' ~ 1 `~ - . , _ ~~', Gn~r ~.r, ~~ ~, KEVIN KAMPSCHROER 6404 WATERWAY DR FALLS CHURCH VA 22044 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1593 EX AFP C12-09) DATE 08-13-2010 ESTATE OF KAMPSCHROER FELIX DATE OF DEATH 01-01-2002 ,~mayy FILE NUMBER 99 02-1075 a~-`()-v"~s~.Q COUNTY NON-RESIDENT ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF DEPT 280601 HARRISBURG WILLS PA 17128-0601 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E- ---------------------------------------------------------------------------------------------------------------- REV-1593 EX AFP C12-09~ ** INHERITANCE TAX RECORD ADJUSTMENT ** ESTATE OF:KAMPSCHROER FELIX FILE N0.:99 02-1075 ACN: 101 DATE: 08-13-2010 ADJUSTMENT BASED DN: ADMINISTRATIVE CORRECTION VALUE OF ESTATE: 1. Real Estate (Schedule A) C1) 251,424.00 2. Stocks and Bonds (Schedule B) <2) .0 0 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable (Schedule D) C4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0 6. Jointly Owned Property (Schedule F] C6] .00 7. Transfers (Schedule G) C7) .00 8. Total Assets CB) 251 , 424.00 DEDUCT IONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H] C9) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 65,202.00 11. Total Deductions cll) 65,202.00 12. Net Value of Tax Return C12] 186,222.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 186,222.00 TAX: 15. Amount of Line 14 at Spousal rate (153 . 00 X .00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 186,222.00X .045= 8,379.99 17. Amount of Line 14 at Sibling rate C17) .00X .12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate Clg) .00X .1 5 = .0 0 19. Principal Tax Due (19) $ ~ 380.00 TAX CREDITS: YAYNtN I ecc~tir i +~+~~~~'~' " ~ AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 12-30-2002 NR004281 .00 6,098.00 06-12-2010 NR013250 550.94- 2,854.00 TOTAL TAX PAYMENT 8,401 ALANCE OF TAX DUE 21 INTEREST AND PEN. TOTAL DUE 21 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE -- -----....,., iuTCDCCT A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .07 .06C .00- . 061 `'`J_ COMMaNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 KEVIN KAMPSCHROER 6404 WATERWAY DR FALLS CHURCH VA 22D44 NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX Pennsylvania , DEPARTMENT OF REVENUE REV-537 EX AFP (12-09) DATE 08-23-2010 ESTATE OF KAMPSCHROER FELIX DATE OF DEATH 01-01-2002 FILE NUMBER 99 02-1075 COUNTY NON-RESIDENT ACN 101 APPEAL DATE: 10'22-2010 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: PA DEPARTMENT OF REVENUE P.O. BOX 280601 HARRISBURG, PA 17128-0601 CUT ALONG THIS LINE ~• RETAIN LOWER PORTION FOR YOUR RECORDS <'~' ------------------------------------------------------------------------------------------ REV-537 EX AFP (12-09) NOTICE OF NONRESIDENT INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KAMPSCHROER FELIX FILE N0. 99 02-1075 ACN 101 DATE 08-23-2010 TAX COMPUTATION METHOD ELECTED: CX 1 FLAT RATE C ) PROPORTIONATE 7AX RETURN WAS: C ) ACCEPTED AS FILED C XJ CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1 1. Real Estate (Schedule A) Ci) •00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 tax payment. 6. Jointly Owned Property (Schedule F) C6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets Cg) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) .00 12. Net Value of Tax Return C12) .00 13. Charitable/Governmental Bequests (Schedule J) C13) .00 I4. Net Value of Estate SubSect to Tax C14) 186 222.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 1 6, 17, 18 and 19 will reflect figures that include the total of ALL returns assesse d to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .00 X 0 0 - .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 186,222.00 x 045 8,379.99 17. Amount of Line 14 at Sibling rate [17) .00 X 12 = .DO 18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00 14. Principal Tax Due C19) 8,380.00 TAX CREDITS: PAYMENT DATE RECEIP NUMBER D SCDUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 12-30-2002 NR004281 .00 6,098.00 06-12-2010 NR013250 550.94- 2,854.00 TOTAL TAX CREDIT 8,401.07 BALANCE OF TAX DUE 21.06CR INTEREST AND PEN. .00 TOTAL DUE 21.06CR ~ 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" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~, COMMONWEALTH OF PENNSYLVANIA PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE AND ESTATE TAX DEPT. 280601 HARRISBURG, PA 17128-0601 OFFICIAL RECEIPT - No. NR013250 RECEIVED FROM: ACN ASSESSMENT Kevin Kampschroer CONTROL AMOUNT NUMBER 6404 Waterway Dr 101 2,854.00 Falls Church, VA 22044-1324 ESTATE E INFORMATION FILE NUMBER 99 02-1075 NAME OF DECEDENT (LAST) (FIRST) (MI) Kampschroer Felix DATE OF PAYMENT 716/2010 POSTMARK DATE 611 212 0 1 0 COUNTY Non-Resident DATE OF DEATH 1/1/2002 REMARKS SEAL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENVE TOTAL AMOUNT PAID $2,854.00 RECEIVED BY John M. Riedman Register REV-1737-2 EX + (9-00) C COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCNEDUL~ A, PART 1 REAL ESTATE IN PENNSYLVANIA ESTATE OF FILE NUMBER dust.: x ~ck~PSr~+-tec,~ -2 99-az- t n~S Part 1 must include all real property owned by the decedent individually or as a tenant in common with another party(ies), having its situs in Pennsylvania. Property which is jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be reported at fair market value which is defined as the pace at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH t. 3-962 F3 Si'_.t~U IC'f~1 D~ ~ DFL~ V ~ ~ ~V't~tt+~} N KSC3Uk' 4, P f} 1"I c~ p 51~-1,x,5 P~,tGE vF PZ~i~~'2Z jr ~27b,ooo 4~`> 5 Pt-t.~ Go M M ASS - D tit (I h, 't-b o ) LESS U'~t1't'YZ Costs ~~ S~L~ (Z,37~~ ~~~ zH~~'t ,-~~~ vr~-c,u~~ o r~ ~y ct,.,v~-~~¢Ir.r~-N~ Gu~wYC y ~(=-r-~L 2ao o cN /~s ~ 11 s, ooa, f~~~ ©~ 'I'~ ~ o ~ s/o ~ 55 ~ srti~t PART 1 TOTAL 2 s t, 4Z4 $ ZSt,~~- Method Only from reverse side ~ $ TOTAL (Also enter on line 1, Recapit~ (If more space is needed, insert additional sheets of the same size)