HomeMy WebLinkAbout09-04-12 (2)~_'
r~~'r`~', p ,aQ~~~; ~ INHERITANCE TAX pennSy~Van~a ' ~
BUREAU OF INDIVIDUAL TAXES ~~''P'k'A'~~E~P'~N7~4'w- ~ OWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
.- ,_, ri ~
INHERITANCE TAX DIVISION ~i~,~~i ~.~~~~t~0~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG
``' ~''' `~ ~~~~ ~" ~~ DATE 08-27-2012
ESTATE OF KRAMER DONALD B
_'`~ DATE OF DEATH 06-03-2010
1i~k,~ .~
~ J~....} 11 ~. 1; " ~ _f- ..
Gt~i , ~-~,~ ~ ~~;,.f,; FILE NUMBER 21 10-0600
ICI~~~'~~'~~~:a~,~~ ~;~I., ~~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
P A 17 0 5 5- 9 7 51 (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 ---- ~ --R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ _
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KRAMER DONALD BFILE N0.:21 10-0600 ACN: 101 DATE: ntt-~~-ten
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: 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) 180,000.00
C2) .00
C3) .00
C4) .00
C5) 31 , 099.40
C6) 66, 919.08
c7) 19, 644.63
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 297 , 663.1 1
C9) 43 , 310.49
clo) 259.31
11. Total Deductions C11) 43,569.80
12. Net Value of Tax Return X12) 254, 093.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 254, 093.31
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16] 754,n9~.31 X 045 = 11,434.20
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 1.4 taxable at Collateral/Class B ra te C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 1 1 , 434.20
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-26-2010 CD013271 450.00 8,550.00
05-11-2012 CD015965 8.66- 2,442.86
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-12-2012 TOTAL TAX PAYMENT 11,434.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. 78,17
TOTAL DUE 78.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUB 1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.