HomeMy WebLinkAbout03-12-12NO~,I, ((~~B~F INHERITANCE TAX Pennsylvania Wy
` T~~A~i~~~M ALLOWANCE OR DISALLOWANCE t~
BUREAU OF INDIVIDUAL TAXES ~ ~pv ~,,(~ DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ---C1F D'~EpC~~i,,hyh~l{NS AND ASSESSMENT OF TAX
PO BOX 280601 -~,~'. >°~-~-~~ REV-1547 EX AFP (12-11)
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HARRISBURG PA 17128-0601
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MICHAEL P KURTZ a ~,~ Ci?`;~s`1 ,iii, Pr+•
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405 MOUNTAINVIEW LN
DAUPHIN PA 17018-9625
DATE 03-05-2012
ESTATE OF KURTZ JR CLYDE R
DATE OF DEATH 02-15-2011
FILE NUMBER 21 11-0415
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2012
(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 F- _ __
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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: KURTZ JR CLYDE RFILE N0.:21 11-0415 ACN: 101 DATE: 03-05-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cl) .00
c2) .00
C3) .00
c4) .00
c5) 7, 723.09
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 7 , 723.09
c9) x+06 ~~
Clo)__ 6,503.88
11. Total Deductions C11) 7, 010.24
12. Net Value of Tax Return (12) 712.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 712.8 5
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 DF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 71 7
Ste, x 045 =
17
A . 32.00
. mount of Line 14 at Sibling rate C17)
_ .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due
TAX CREDITS: C19?= 32.00
rs~rmtni RECEIPT - DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09-28-2011 CD015008 .00 32.00
TOTAL TAX PAYMENT 32.00
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. (~,