HomeMy WebLinkAbout09-07-12p~('~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES AP'i":LU~,~~~pp!~'}ti~ NCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ t- ! ,~ DEPARTMENT OF REVENUE
~..P~~-GT~b~'~'" ASSESSMENT OF TAX
PO BOX 280601 f;E,~~;,~,r' ' ,L „'!' REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 `"~ ~`-'! tE'!„~,J
nF,7 C~ ., DATE 09-03-2012
ESTATE OF KOPPELMAN LOUISE
i,;>~ DATE OF DEATH 12-27-2010
t,! ~ ;~ -.
G~~F,~,~J'~v_~J~r FILE NUMBER 21 11-0036
WILLIAM R KAUFMAN CUMBCRU~Vp CO PA ACNNTY lO1BERLAND
STE B APPEAL DATE: 11-02-2012
9 4 0 C E N T U R Y D R (See reverse side under Objections )
MECHANICSBURG PA 17055-4376 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ______
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOPPELMAN LOUISE FILE N0.:21 11-0036 ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 265,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 1,38 5,44 5.92 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •OQ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 34,590.13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 47,363.30
e. Total Assets cB) _ 1 , 733.299.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 62.0 .4
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 22,770.29
11. Total Deductions X11) 84,821.70
12. Net Value of Tax Return C12) 1,648,477.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to lax c14) 1,648,477.65
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:
rnTntni I RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
-24-2011 CD014195 z -sno n~
c15) .00 X 00 = .00
c16) 1 .648.477 6~ x 045 = 74, 181 .49
c17) _ nn x 12 = . 00
cls) .00 x 15 = .00
c19)= 74, 181 .49
AMOUNT PAID
75,000.00
TOTAL TAX PAYMENT 78,709.07
BALANCE OF TAX DUE 4,527.58CR
INTEREST AND PEN. .00
TOTAL DUE 4,527.58CR
* 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.