HomeMy WebLinkAbout05-31-13 NOTICE OF INHERITANCE TAX -` pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE }gym\7i DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (03-13)
PO BOX 280601
HARRISBURG PA 17128-0601 R EC O R D t) N 7 0 E OF
REGISi a}r 'V!"'y; DATE 06-04-2013
9 ��ilpU q ESTATE OF KOPP HELEN D
1013 l Jl Fi" '
03 FILE OF DEATH 03-11-2012
FILE NUMBER 21 12-0578
COUNTY CUMBERLAND
GARY L JAMES ESQ CLE9K V
ACN 101
134 SIPE AVE ORPHANS' ft. APPEAL DATE: 08-03-2013 -
H U M M E L STOWNC U M Q ET,9-/1l70,36-9162, (See reverse side under Objections)
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 (--
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REV-1547 EX AFP (02-13) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KOPP HELEN DFILE NO. :21 12-0578 ACN: 101 DATE: 06-04-2013
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 Bands (Schedule B) C2) 5,132.31 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 6,015.22
6. Jointly Owned Property (Schedule F) (6) 1 ,001 .11
7. Transfers (Schedule G) (7) 1,057,158.67
8. Total Assets (8) 1 ,069,307.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 65,730.30
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,923.45
11. Total Deductions (11) 69,653.75
12. Net Value of Tax Return (12) 999,653.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 999,653.56
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 C16) 999.653.66 X 045 = 44,984.41
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 = .00
19. Principal Tax Due C19)= 44,984.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-07-2012 CDO16074 2,249.22 43,500.00
TOTAL TAX PAYMENT 45,749.22
BALANCE OF TAX DUE 764.81CR
INTEREST AND PEN. .00
TOTAL DUE 764.81CR
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.