HomeMy WebLinkAbout12-27-10~.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DENNIS E BOYLE ESQ
STE 200
4660 TRINDLE RD
AP~R~I~~~~~ANCE TOR DISALLOWANCE
~~~1~~L~1 ~~ND ASSESSMENT OF TAX
~.. -a .
' ~~ ~~
c~~~~ o~
Qr~~N~~'S ~~t~#~T
cu~~~~~r~~,.~~ ~~., ~a.
CAMP HILL PA 17011
pennsylvan~a ~~~ ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-10)
DATE 12-20-2010
ESTATE OF KAPP LOUISE I
DATE OF DEATH 01-28-2010
FILE NUMBER 21 10-0114
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(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 THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAPP LOUISE IFILE N0.:21 10-0114 ACN: 101
------------------
OR
DATE: 12-20-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 95, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 0
credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 178,774.51
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets cs) 273,774.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 9.08 9.6 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4,3 6 4.4 2
11. Total Deductions Cil) 33,454.04
12. Net Value of Tax Return C12) 240,320.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 240,320.47
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 Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) 1.20.160.24 x 12 = 14,419.23
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 120, 160 .23 X 15 = 18, 024.03
19. Principal Tax Due C19)= 32,443.26
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-23-2010 CD013419 .00 32,443.26
TOTAL TAX PAYMENT 32,443.26
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-7470 EX (Ot-10) r
y ~ "~ pP.t111SJ/~Va111a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXE5 OF CHANGES
PO Box 280601
1 1
DECEDENTS NAME FILE NUMBER
Kapp, Louise 2110-0114
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G 1-2 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
Row Page 1