HomeMy WebLinkAbout05-11-12+,~C ~' ~ 'OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES f ~~'p~'~~ENMytT~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ it ~. OF' -. DEDCI'~~ F-•I~ON$ AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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Cl-MksER~F~~J Cu., PA
TIM L KAUFFROATH
1039 W TRINDLE RD
MECHANICSBURG PA 17055-4515
Pennsylvania i~~ --
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 05-07-2012
ESTATE OF KAUFFROATH ELIZABETH J
DATE OF DEATH 05-10-2011
FILE NUMBER 21 11-0595
' COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2012
(See reverse side under Objections)
Amount Remitted C
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 ~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAUFFROATH ELIZABETH JFILE N0.:21 11-0595 ACN: 101 DATE: 05-07-2012
TAX RETURN WAS: (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 groper
2. Stocks and Bonds (Schedule B) (2) 33,879.15 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form witF your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,982.98
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 48.862.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 7.6 37.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 1,4 37.99
11. Total Deductions C11) 9,074.99
12. Net Value of Tax Return C12) 39,787.14
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 39,787.14
NOTE: If an assessment was issued previously, li nes 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 (15) .00 X 00 = QO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9 .7877 4 x 045 = 1 , 790.42
17. Amount of Line 14 at Sibling rate (17) ~~~ X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - ,00
19. Principal Tax Due (19)= 1 , 790 .42
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
11-17-2011 CD015215 .00 1,790.42
TOTAL TAX PAYMENT 1,790.42
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.
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