HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX 117pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
ixHERlraxcE TAX D1V OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (0e-13)
PD eDx zaa6ol MORDED OFFICE
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HARRISBURG PA 17128-e�0E1CISTER O WILLS
V DATE 05-05-2014
2014 MY 5 0M 2 5 ESTATE OF KUGLER BETH A
C 1 G 2 DATE OF DEATH 12-11-2012
CLERK OF FILE NUMBER 21 13-0081
WEIGLE EARPHAMWOURTA COUNTY CUMBERLAND
ACN 101
126 E ]IiH MRLAND CO., PA APPEAL DATE: 07-04-2014
SHIPPENSBURG PA 17257-1326 (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 --i RETAIN LOWER PORTION FOR YOUR RECORDS F
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DISALLOWANCE REV-1547 EX AFP C08-23� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUGLER BETH AFILE NO. ;21 13-0081 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. goal Estate (Schedule A) (1) 91,5UO.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) • q0 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 106.54
6. Jointly Owned Property (Schedule F) (6) 14,924.47
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 106.531 .01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 19,504.43
10. Dobts/Mortgage Liabilities/Liens (Schedule I) (10) 226.08
11, Total Deductions (11) 19,730.51
12. Not Value of Tax Return (12) 86,800.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 86,800.50
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) 71,876.03 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 14.994-G7 X 045 = 671.60
17. Amount of Line 14 at sibling rate (17) .DO X 12 .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 671 .60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-22-2013 CDO17080 33.58 638.02
TOTAL TAX PAYMENT 671 .60
BALANCE OF TAX DUE . 00
INTEREST AND PEN. . 00
TOTAL DUE .00
x 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. ���