HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
7~ 4;~'~RA:LSEME ~f- ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~„
INHERITANCE TAX DIVISION _ - OF I~ED~T T DNS AND ASSESSMENT OF TAX
PO BOX 280601 ~ .. ~ ~
HARRISBURG PA 17128-D601 "`'~
ANDREW J BENDER ~~~'Q "i ' `, ~`;•',
61 W LOUTHER ST
CARLISLE PA 17013
pennsylvania i
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 08-22-2011
ESTATE OF KURTZ ROBERT L
DATE OF DEATH 03-08-2010
FILE NUMBER 21 10-0267
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(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 ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KURTZ ROBERT LFILE N0.:21 10-0267 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 160, 166.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,707.79 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 511,4 97.6 8
6. Jointly Owned Property [Schedule F) C6) 6,779.51
7. Transfers (Schedule G) C7) .00
8. Total Assets CS) 681.150.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 39.4 4. 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 899.03
11. Total Deductions C11) 40,313.32
12. Net Value of Tax Return C12) 640,837.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 640,837.66
NOTE: If an assessment was issued previously, li nes 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) 1 , 000.00 X 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) __ 639.837.66 X 045 = 28,792.69
17. Amount of Line 14 at Sibling rate C17) .n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .0 0
19. Principal Tax Due C19?= 28,792.69
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
06-08-2010 CD012869 1,342.11 25,500.00
06-07-2011 CD014546 30.21- 1,980.99
TOTAL TAX PAYMENT 28,792.89
BALANCE OF TAX DUE .20CR
INTEREST AND PEN. .00
TOTAL DUE .20CR
• IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.