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HomeMy WebLinkAbout10-19-12 NOTICE OF INHERITANCE TAX pennsylvania --4- BUREAU R ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES r JL''Ltt L_~~ INHERITANCE TAX DIVISION ~ ~ ~ ^'fJ ~BLG'1~ ON$ AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11) Po BOX 280601 HARRISBURG PA 17128-0601 p •t..'1 201~9 32 EDATE STATE OF KRAUSSE012 JEWELL M DATE OF DEATH 01-17-2012 FILE NUMBER 21 12-0124 ORPHAIJ S vU1-1R; COUNTY CUMBERLAND MURREL WALTERS &4JV, D CO., PA ACN 101 54 E MAIN ST APPEAL DATE: 12-07-2012 MECHANICSBURG PA 17055-3851 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS F- REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: KRAUSSE JEWELL MFILE NO.:21 12-0124 ACN: 101 DATE: 10-08-2012 TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) (1) 139,237.75 NOTE: To ensure proper 00 credit to your account, 2. Stocks and Bonds (Schedule B) (2) 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) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 186,881.12 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 00 8. Total Assets (8) 326,118.87 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,416.19 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 3,768.43 11. Total Deductions (11) 20, 184.62 12. Net Value of Tax Return (12) 305,934.25 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) 305,934.25 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 (15) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 309i.934-25 X 045 = 13,767.04 17. Amount of Line 14 at Sibling rate C17) -nn x 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 13,767.04 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 04-13-2012 CDO15838 684.21 13,000.00 07-11-2012 CDO16238 .00 117.04 TOTAL TAX PAYMENT 13,801.25 BALANCE OF TAX DUE 34.21CR INTEREST AND PEN. .00 TOTAL DUE 34.21( * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.