HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601FFICE OF
HARRISBURG PA 17129ZLPRDED 0
REGISTER Or" WILLS DATE 12-29-2014
Lq OEC 29 pn 12 24 ESTATE OF KAPP ELVERTA M
DATE OF DEATH 03-10-2014
CLERK OF FILE NUMBER 21 14-0270
COUNTY CUMBERLAND
TRUEBLOOORPHAWKODURT i ACN 101
1288 Vt1.1.EffPRGE-ROAD, F, ' APPEAL DATE: 02-27-2015
PO BOX V81 'L ' ' " (See reverse side under Objections)
VALLEY FORGE PA 19482-0987 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --lo RETAIN LOWER PORTION FOR YOUR RECORDS +—
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iiV_:_1i4_7__Ei__A_FV(l 4) NOTICE 0 INHERITANCE E X A PRA EME ALLOWANCE R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAPP ELVERTA MFILE NO. :21 14-0270 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 160,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
Hold Stock/Partnership Interest (Schedule C) C3) of this form with your
S. Closely .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) 147,317.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,936.74
6. Jointly Owned Property (Schedule F) (6) 8,987.09
7. Transfers (Schedule G) (7) 988,157.98
8. Total Assets 1,331,398.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,890.60
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 3,526,54
11. Total Deductions (11) 34,417. 14
12. Net Value of Tax Return (12) 1,296,981.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,296,981.67
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) 1 .294.987 -67 X 045 = 58,364. 18
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 58,364. 18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
05-31-20-14- C-D0'19228 2;631.5-8---- .. .._._.5-0,000:00
08-15-2014 CDO19564 .00 5,306.01
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT 57,937.59
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 426.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 1.19
TOTAL DUE 427.78
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.