HomeMy WebLinkAbout08-05-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX r
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 08-04-2014
ESTATE OF KAUFFMAN SR GEORGE C
DATE OF DEATH 06-26-2013
FILE NUMBER 21 14-0111
COUNTY CUMBERLAND
KAUFFMAN TODD C ACN 101
2170 CEDAR LN APPEAL DATE: 10-03-2014
ENOLA PA 17025-3321 (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 (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAUFFMAN SR GEORGE CFILE NO. :21 14-0111 ACN: 101 DATE: 08-04-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 10,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 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) C4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 19,460 .79
6. Jointly Owned Property CSchedule F) C6) •00 r-o
7. Transfers (Schedule G) C7) .00
8. Total Assets C8 - 2 1+
. 60�( 9:��
r + , - 7
APPROVED DEDUCTIONS AND EXEMPTIONS: -73'c
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10.082. 11 - �j-�
{if J
10. Debts/Mortgage Liabilities/Liens (Schedule U (10) 1 .578.52 L: (7;
11. Total Deductions (119-)C- 114660.,63i
12. Net Value of Tax Return (1232.-'y 14�,8001ca C'
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) pc) ✓0RD
14. Net Value of Estate Subject to Tax (14) 1^4`,800. 16"
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) 17•Rnn - 11; X 045 = 801 .01
17. Amount of Line 14 at sibling rate (17) .Dn X 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 X 15 = .00
19. Principal Tax Due (19)= 801 .01
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-24-2014 CDO18916 . 00 801 .01
TOTAL TAX PAYMENT 801 .01
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.