HomeMy WebLinkAbout7-23-12p~ ,,,,.~.r~QT E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~.%~~P~-`-~~~~N,9 , ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~'~i~ v'~~~F' 'I~IUNS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601
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E RALPH GODFREY ~~~~-~~~~ ~'o" QA
STE 201
1011 MUMMA RD
LEMOYNE PA 17043-1143
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11) _.
DATE 07-16-2012
ESTATE OF KUTZ SR DONALD E
DATE OF DEATH 11-27-2010
FILE NUMBER 21 11-0313
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-14-2012
(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
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUTZ SR DONALD EFILE N0.:21 11-0313 ACN: 101 DATE: 07-16-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) (1) 92, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
0 0 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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,718.4 8
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 97,718.48
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 2,8 2 5.8 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,8 7 6.9 7
11. Total Deductions (11) 26,702.77
12. Net Value of Tax Return (12) 71 , 015.71
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax 414) 71 , 015.71
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 35,507.86 X 00 = .00
(16) 35 .507.85 x 045 = 1 , 597.85
(17) . 00 x 12 = . 00
cls) .00 X 15 = .00
(19)= 1 , 597.85
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 07-31-2012
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 .00
BALANCE OF TAX DUE 1,597.85
INTEREST AND PEN. 44.42
TOTAL DUE 1,642.27
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.