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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 ���4���� ���3�� ��
REG�v�;�� ��' }�'�>��a�� DATE 03-25-2013
ESTATE OF KUTZ GLENDA L
��j� �j�� �� '��� � �� FILE NUMBERTH 21 12-0549
HARRY M BATURIN ����� ��= COUNTY CUMBERLAND
ACN 101
2604 N 2ND ST QR��A�S' G���'j- APPEAL DATE: 05-24-2013
H A R R I S B U R G �(��g���]�7��0�Q., �� (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 �
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REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUTZ GLENDA LFILE N0. :21 12-0549 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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� 51. 18 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 9 7 7.5 2
6. Jointly Owned Property CSchedule F) C6� 74,387.05
7. Transfers CSchedule G) ��� .0 0
8. Total Assets c8) 75,415.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) �q� 3,7 6 8.4 8
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 538,b78.81
11. Total Deductions C11) 542,447.29
12. Net Value of Tax Return �12� 467,031.54-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) t13) .0 0
14. Net Value of Estate Subject to Tax C14� 467,031.54-
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) -�� X 04 5 = .0 0
17. Amount of Line 14 at sibling rate C17) -0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) 39,033.95 X 15 = 5,855.09
19. Principal Tax Due �19�= 5,855.09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 04-09-2013 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,855.09
REVERSE SIDE UF THIS FORM INTEREST AND PEN. 37.45
TOTAL DUE 5,892.54
* 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 FOR INSTRUCTIONS.
REV-1470 EX(Oti•10). .,+
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�� � �� peI1I'�Sy�VC�n�C� INHERITANCE TAX
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DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Glenda L. Kutz 2112-0549
REVIEWED BY ACN
Joseph Collins 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
I 1 Probate estate is insolvent. The item is not deductible against the joint property as it was
not the responsibility of the surviving joint tenant to pay the debt.
Row PaQe 1