HomeMy WebLinkAbout03-18-13 NOTICE OF INHERITANCE TAX pennsylvama
BUREAU OF LNOIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (09-12)
PO BOX 280681
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 03-11-2013
REGISTER OF V,1!!_LS ESTATE OF KAUTZ FRANCES I
DATE OF DEATH C3-03-2012
4'613 W 18 Pal s FILE NUMBER 21 12-0293
KEITH 0 BRENNEMAN COUNTY CUMBERLAND
44 W MAIN ST CLERK OF AC" APPEAL DATE: 05-10-2013
MECHANICSBURG ORP*4NSbrWgRg9 (See reverse side under Objections)
CUMBERLAND CO., PA 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 4—
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAUTZ FRANCES IFILE NO. :21 12-0293 ACN: 101 DATE: 03-11-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
submit the upper Portio
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 71 ,629.07
6. Jointly Owned Property CSchedule F) (6) .DO
7. Transfers (Schedule G) (7) 24,510.41
8. Total Assets (8) 96,139.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,935.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 680.00
11. Total Deductions (11) 6,615.49
12. Net Value of Tax Return (12) 89,523.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 89,523.99
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate (16) 89.623-99 X 045 = 4,028.58
17. Amount of Line 14 at sibling rate C17) - 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = ,DO
19. Principal Tax Due (19)= 4,028.58
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-31-2012 CDO16042 201 .43 4,000 .00
TOTAL TAX PAYMENT 4,201 .43
BALANCE OF TAX DUE 172.85CR
INTEREST AND PEN. 100
TOTAL DUE 172.85CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY V3WE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. S�