HomeMy WebLinkAbout03-03-14 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIYISION
OF DEDUCTIONS AND ASSESSMENT OF TAX W, DEPARTMENT OF REVENUE
PO BOX 280601 REV-3547 E( AFP (08.13)
HARRISBURG PA 17128-0601
DATE 02-25-2014
ESTATE OF KINTZER NATALIE M
DATE OF DEATH 05-15-2012
FILE NUMBER 21 12-0710
ESQUIRE LEONARD T COUNTY CUMBERLAND
ACN 101
315 N FRONT ST APPEAL DATE: 04-26-2014
HARRISBURG PA 17101-1203 (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 +—
-------------'--'---__--_-__-_-__-' --`--'-------------------
REV-1547 EX AFP C08-137 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KINTZER NATALIE MFILE N0. :21 12-0710 ACN: 101 DATE: 02-25-2014
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. Ol
1. Real Estate (Schedule A) (1) 44,725.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 42,394.80 credit to your account.
.
3. Closely Held Stock/Partnership Interest (Schedule CS (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) .00
6. Jointly Owned Property (Schedule F) (6) 26,891 .10
7. Transfers (Schedule G) (7) 130,805.98
8. Total Assets (8) 244,816.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 16,008.10
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,645.66
11, Total Deductions (11) 17,653.76
12. Net Value of Tax Return (12) 227,163. 12
13. Charitable/Governmental Boauests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 227,163.12
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:
j 15. Amount of Line 14 at spousal rate (15) .00 X 60 = .00
16. Amount of Line 14 taxable at lineal rate (16) 727-163- 12 X 0402 = ld=�22.3--r4r,,�
17. Amount of Line 14 at sibling rate (17)— . On X 12 cD
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15FR=
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID C 70
12-06-2012 CDO16884 .00 11 ,746.p1 =7 IV C_.'
7
c'
TOTAL TAX PAYMENT 11,746.01
BALANCE OF TAX DUE 1,523.67CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,523.67CR
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. ���