HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX pennsytvania
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION APPRAISEMENT, ALLOWANCE OR DISALLOWANCE UV
PO BOX 280601OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA 'ReocoiR D ED 0-1-FILE 0 F JOINTLY HELD OR TRUST ASSETS
I C.F V11 I L L S
REGIS DATE 01-05-2015
ESTATE OF KAUTZ FLOYD G
7 DATE OF DEATH 09-11-2013
FILE NUMBER —
COUNTY Ru L®R L A N D
GL E OF SSN/DC
FLOYDK C J'R' ACN 14105789
429 W KEK ST APPEAL BY DATE:03-06-2015
MECHANMiNl�'— PA 17055L3732 (See reverse side under Objections)
Amount Remitted F— ^
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-1548 EX AFP --------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-05-2015
ESTATE OF: KAUTZ FLOYD G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C. NO. : ACN: 14105789
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 7678135513
TYPE OF ACCOUNT: ( )}SAVINGS C CHECKING ( )TRUST ( )TIME CERTIFICATE
DATE ESTABLISHED 08-30-2013
Account Balance 128,431 .02 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 64,215.51 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 64,215.51 REGISTER OF WILLS AT THE
Tax Rate y .045 ABOVE ADDRESS. MAKE CHECK
Tax Due 2,889.70 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,889.70
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 51 .18
TOTAL DUE 2,940.88
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
F NOTICE OF IN.HERITANCE TAX pennsytvania
BUREAU 0 FF111 I" S DEPARTMENT OF REVENUE
INHERITANCE Aft 1VA 1p,a 6,0 APPRAI EMENT, ALLOWANCE OR DISALLOWANCE UV
PO BOX 2806al :,Gg,-1'-R VULS OF DEDUCTIONS, AND ASSESSMENT OF TAX ON REV-1548 EX AFP (11-14)
HARRISBURG PA Ififi 01 JOINTLY HELD OR TRUST ASSETS
DATE 01-05-2015
Ms JIM, ESTATE OF KAUTZ FLOYD G
DATE OF DEATH 09-11-2013
FILE NUMBER
A J,l COUNTY CUMBERLAND
ORPHWI SSN/DC
DOROTMMBE`k;kdT"Z-) ACN 14105790
APT 131 APPEAL BY DATE:03-06-2015
325 WESLEY DR (See reverse side under Objections)
MECHANICSBURG PA 17055-3514 Amount Remitted F
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
--------------------------------------------------------------------
REV-1548 EX-AFP C11-14)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 01-05-2015
ESTATE OF:KAUTZ FLOYD G DATE OF DEATH:09-11-2013 COUNTY:CUMBERLAND
FILE NO. : S.S/D.C, NO. : ACN: 14105790
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: SANTANDER BANK ACCOUNT NO. : 7678135513
TYPE OF ACCOUNT: C )OSAVINGS C CHECKING ( )TRUST C )TIME CERTIFICATE
DATE ESTABLISHED 08-30-2013
Account Balance 128,431.02 NOTE: TO ENSURE PROPER CREDIT TO
Percent Taxable X 0.500 YOUR ACCOUNT, SUBMIT THE
Amount Subject to Tax 64,215.51 UPPER PORTION OF THIS NOTICE
Debts and Deductions .00 WITH YOUR TAX PAYMENT TO THE
Taxable Amount 64,215.51 REGISTER OF WILLS AT THE
Tax Rate y .00 ABOVE ADDRESS. MAKE CHECK
Tax Due .00 OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER _ INTEREST/PEN PAID
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.