HomeMy WebLinkAbout03-22-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 �
REC4���� ������C� UF�
�������� (��- ;,°_`���,�5 DATE 03-25-2013
ESTATE OF KOTZMOYER JOANNE Y
L��i�� �¢p �?� F� � rj�ATE OF DEATH 04-11-2012
i��� L FILE NUMBER 21 12-0497
PATRICIA R BROWN ESQ e,�„��K �;� COUNTY CUMBERLAND
354 ALEXANDER SPRING RD Q������3� �i����� ACN APPEAL DATE: 05-24-2013
CARL ISLE PA 170���������� �;�., QA (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_RECORDS_ E� ___________________
REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOTZMOYER JOANNE YFILE N0. :21 12-0497 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED O CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1) •�0 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2� 38,311. 11 credit to your account,
.0 0 submit the upper portion
3. Closely He1d Stock/Partnership Interest CSchedule C) C3� of this form with your
4. Mortgages/Notes Receivable CSchedule D� C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) $�2 94.7 0
6. Jointly Owned Property CSchedule F? C6� 2,189.02
7. Transfers CSchedule G? C7� 30,570.27
8. Total Assets (8) 79.365. 10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �9� 13,8 9 b.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 5.0 0
11. Total Deductions C11) 13,971.40
12. Net Value of Tax Return �12� 65,393.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J� C13� .0 0
14. Net Value of Estate Subject to Tax C14� 65,393.70
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 C15) 52,688.55 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) ��•7��-�� x 045 = 571.73
17. Amount of Line 14 at sibling rate (17) -�� X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19�- 571.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-06-2012 CD016224 10.42 198.00
01-09-2013 CD017031 .00 363.31
TOTAL TAX PAYMENT 571.73
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE UE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,�
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