HomeMy WebLinkAbout01-25-12 (2) ''(( ~' ERITANCE TAX Pennsylvania
APP~
~~~~~~NCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~
O ~ W ~~+I D ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
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~'1°t~ ~~ ~~' ~~ ~~
DATE O1-1b-2012
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ESTATE DF KUCHAR ROBERT
C,(„~~{(Q~ DATE OF DEATH 12-11-2010
~~~~~~ FILE NUMBER 21 10-1242
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VV1V~i71~~4~1i~3U ~., t'~1 COUNTY CUMBERLAND
CRAIG A DIEHL ESQ ACN 101
3464 TRINDLE RD APPEAL DATE: 03-16-2012
CAMP HILL PA 17011-4436 (See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE
- ~ RETAIN LOWER PORTION FDR YOUR RECORDS ~--
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REV-1547 EX AFP C12-11~ -
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUCHAR ROBERT FILE N0.:21 10-1242 ACN: 101 DATE: 01-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED 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) 1,758,684.64 credit to your account,
. 00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 76 9,222.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 847,045.31
B. Total Assets (B) 3,374,952.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 10 6,4 04.70
L0. DebtslMortgage Liabilities/Liens (Schedule I) (10) 1 8,58 2.1 2
11. Total Deductions C11) 124,986.82
12. Net Value of Tax Return (12) 3,249,9b5.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 3,249,965.35
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 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 3.249.965.35 x 045 = 146,248.44
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 )( 15 = .QO
19. Principal Tax Due (19)= 146,248.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
i08-22-2011 CD014869 .00 30,458.97
INTEREST IS CHARGED THROUGH 01-31-2012
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 30,458.97
BALANCE OF TAX DUE 115,789.47
INTEREST AND PEN. 1,348.25
TOTAL DUE 117,137.72
IF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.