HomeMy WebLinkAbout07-28-14 NOTICE OF INHERITANCE TAX a pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE T
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601
DATE 07-28-2014
ESTATE OF KAPP AARON C
DATE OF DEATH 06-17-2013
FILE NUMBER 21 13-0692
BRENNEMAN KEITH 0 - COUNTY CUMBERLAND
44 W MAIN ST ACN 101
APPEAL DATE: 09-26-2014
MECHANICSBURG PA 17055-6249 (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 RECO_ROS 4
REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAPP AARON CFILE NO. :21 13-0692 ACN: 101 DATE: 07-28-2014
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 Bonds (Schedule B) (2) 71 ,459.73 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . 00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
(4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 89,878.83
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: (8) 161 ,338.56
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 7.820 05
30. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 4,355.91
11. Total Deductions (1)) 12,175.96
12. Net Value of Tax Return .60
149,162
13. Charitable/Governmental Bequests; Non-elacted 9113 Trusts (Schedule J) (12) 7, 162. 14
14. Net Value of Estate Subject to Tax (13) -
(14) 141 ,704.46
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) 141 ,7114-44 X 045 = 6,376.70
17. Amount of Line 14 at sibling rate (17) On X 12 - .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 F c . 00
19. Principal Tax Due
TAX CREDITS:
(19 -t.; y�.
C
PAYMENT RECEIPT DISCOUNT C+) Z i
DATE NUMBER INTEREST/PEN PAID 6 AMOUNT PAID Z[.l?
08-09-2013 (0018005 '�r ' �
305.26. 5,800.00
03-17-2014 (0018897 00 286.70
07-21-2014 REFUND
.00 15.26- : `- al.
7
J:_ v
TOTAL TAX PAYMENT 6,376.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00
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. \lM