HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX T pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 a AFP (03-13)
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HARRISBURG PA 17128-0601
REGGRD�D v' F10; OF
REGISTE A: OF V11I LJ DATE 05-27-2013
ESTATE OF KUTCHMAN SYLVIA M
FA 2L1 F11 �� DATE OF DEATH 04-30-2012
FILE NUMBER 21 12-0551
n« ��- COUNTY CUMBERLAND
SUSAN J HARTMAN
G LEIR�\ f.'' ACN 101
1 IRVINE ROW Gq I i A Pr J, G APPEAL DATE: 07-26-2013
CARLISLE 17 13,-30.19 ,� (See reverse side under Objections)
GU; ��r{�P,:� ;
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 F
---------------REV-1547 EX AFP CO2-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUTCHMAN SYLVIA MFILE NO. :21 12-0551 ACN: 101 DATE: 05-27-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 87,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,490.97 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,622.75
6. Jointly Owned Property (Schedule F) (6) 18, 160.02
7. Transfers (Schedule G) (7) 129,841 .68
8. Total Assets (8) 238,415.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20 ,624.42
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,382.76
11. Total Deductions (11) 38,007.18
12. Net Value of Tax Return C12) 200,408.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 200,408.24
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) 20n.6nR_96 X 045 = 9,018.37
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= 9,018.37 -
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2012 CDO16284 394.74 7,500.00
03-28-2013 CDO17370 .01- 1, 123.64
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-29-2013 TOTAL TAX PAYMENT 9,018.37
BALANCE OF TAX DUE .DO
INTEREST AND PEN. 5.24
TOTAL DUE 5.24
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.