HomeMy WebLinkAbout01-30-12~r T NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~~{~y,~~~ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION fs~cY~x.~ND ASSESSMENT OF TAX
PO BOX 280601 `" ,.
HARRISBURG PA 17128-0601
~J~Z JAN 30 P~ 12~ !
GLERK OP
ORPHAN'S CaURT
ANDREW H SHAW ESQ C~M~~~I ~~ri ~'~ ~ PA
STE 11
200 S SPRING GARDEN S
CARLISLE PA 17013-2578
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP C12-11)
DATE 01-30-2012
ESTATE OF K,AUCHER JR HOWARD L
DATE OF DEATH 01-01-2011
FILE NUMBER 21 11-0287
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-30-2012
(See reverse side under Objections)
Aeount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE P.A 17013 ~
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAUCHER JR HOWARD LFILE N0.:21 11-0287 ACN: 101 DATE: 01-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 9 4,328.78
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets C8) 94,328.78
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3+710.52
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 397.8 0
11. Total Deductions C11) 4, 108.32
12. Net Value of Tax Return C12) 90,220.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 90,220.46
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) .00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 90.220 .46 x 045 = 4, 059.92
17. Amount of Line 14 at Sibling rate C17) "00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 4,059.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-31-2011 CD014919 .00 4F, 059.92
TOTAL TAX: PAYMENT 4,059.92
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,~JE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.iiiissss