HomeMy WebLinkAbout02-10-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPR~~A~ij,~~~L~01~VCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF Ut*-~jIO~IS~~~ ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~'~`t ~ ~ ..i ! xi ~~":.;.'J
HARRISBURG PA 17128-0601
4~~4 t CD ~ ~ f' 1~ ~~; ~ DATE 02-06-2012
ESTATE OF KLUZ GAYLE H
CLERK C~ DATE OF DEATH 01-28-2011
~~~~~ COLIf~T COUNTYUMBER CUMBERLAND
MICHELLE L SOMMER Ct)~Rr~~ ~~~'~'„n. ~A ACN 101
2 W HIGH ST APPEAL DATE: 04-06-2012
CARLISLE PA 17013-2422 (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 ---1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
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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: KLUZ GAYLE HFILE N0.:21 11-0201 ACN: 101 DATE: 02-06-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule A) (1) 170,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7,174.21 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 7 3,159.19 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,915.31
6. Jointly Owned Property (Schedule F) (6) 2, 123.89
7. Transfers (Schedule G) (7) 180, 116.34
8. Total Assets (8) 440.488.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) x+2.572.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.4 33.95
11. Total Deductions cll) 61,006.71
12. Net Value of Tax Return C12) 379,482.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 300.00
14. Net Value of Estate Subject to Tax C14) 379,182.23
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 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 379.1 87.73 X 045 = 17, 063.20
17. Amount of Line 14 at Sibling rate C17) _(1O X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due C19)= 17, 063.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-30-2011 CD014912 .00 17,063.20
TOTAL TAX PAYMENT 17,063.20
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), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. ~~