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NOTICE �F 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 C09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
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�E������� �r "`����sTATE �F KURTZ-2013 JANNA M
��'t��� ���t �� +�� � ��E NUMBERTH 21 12-0932
COUNTY CUMBERLAND
KAREN KURTZ WEYL ���RK �� ACN 101
7 CHARLES PT QR��A�C�Y G���-�. APPEAL DATE: 05-24-2013
N E WA R K D E 19 7 0�u�$E R�.��j� �O.� P (See reverse side under Objections)
�ount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL�NG THIS LINE � RETAIN LOWER P�RTION FOR YOUR RECORDS �
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REV-1547 EX AFP C12-11� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KURTZ JANNA MFILE N0. :21 12-0932 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) •�� NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2� .0 0 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 CSchedule D) C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 2 5,5 31.6 7
6. Jointly Owned Property CSchedule F) �6� 1,201.44
7. Transfers CSchedule G) ��� .0 0
8. Total Assets cs) 26,733.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 10.7 2 7.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11� l O s 727.24
12. Net Value of Tax Return C12? 16,005.87
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J� C13� .0 0
14. Net Value of Estate Subject to Tax C14� 16,005.87
NOTE: If an assess�ent 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) 1 6.nn�_�� X 045 = 720.26
17. Amount of Line 14 at sibling rate (17) -�0 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�= 720.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-17-2013 CD017075 .00 2,400.88
TOTAL TAX PAYMENT 2,400.88
BALANCE OF TAX DUE 1,680.62CR
INTEREST AND PEN. .00
TOTAL DUE 1,680.62CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �^'
REV-1470 EX,�,D) . ,�
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`_�;; ' p Y INHERITANCE TAX
�_; DEPARTMENT OF REVENUE
:. ., .- EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Janna M. Kurtz 2112-0932
REVIEWED BY ACN
Joseph Collins 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5%for dates of death on or after 07-01-2000.
Row Paae 1