HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION ~ '._,.~~ 0'F` ItTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 08-22-2011
ESTATE OF KUNTZ SR LARRY E
DATE OF DEATH 09-29-2010
FILE NUMBER 21 10-1084
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNTZ SR LARRY EFILE N0.:21 10-1084 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6,100.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 116,783.32
8. Total assets c8) 122.883.32
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 9. .8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,773.10
11. Total Deductions C11) 15,295.92
12. Net Value of Tax Return C12) 107,587.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 107,587.40
NOTE: If an assesswent was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
05-24-2011 CD014504 .00
(15) .00 X
C16) 10 7.87.40 X
C17) _ 00 X
c19) .00 X
AMOUNT PAID
00 = .00
045 = 4,841.43
12 = .00
15 = .00
c19)= 4,841.43
TOTAL TAX PAYMENT 4,841.43
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" (CR), YDU MAY BEE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.