HomeMy WebLinkAbout02-02-15 Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX I
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 C,17 E OF
HARRISBURG PARS60e6aa
m-, N7 VILLS
REGIS - I - DATE 02-02-2015
?01S FEB 2 p 1 20 ESTATE OF KUNTZ RICHARD L
DATE OF DEATH 03-15-2014
FILE NUMBER 21 14-0298
CLEF.',', OF COUNTY CUMBERLAND
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ldGj t,s (t,,g KRfr B ACN 101
36 �afV-ERt ST, F;At APPEAL DATE: 04-03-2015
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CAR L PA 17013-3306 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KUNTZ RICHARD LFILE NO. :21 14-0298 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: CX) ACCEPTED AS FILED C 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) 104,771 .51 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (5) .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) 59,397.40
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 99,519.55
8. Total Assets (8) 263,688.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 9,289.53
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 234.48
11. Total Deductions (11) 9,524.01
12. Net Value of Tax Return (12) 254,164.45
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 254,164.45
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) 2F;4.164.45 X 045 = 11,437.40
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18, Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 11,437.40
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-10-2014 CDO19269 447.37 8,500.00
09-22-2014 CDO19700 .00 2,490.04
TOTAL TAX PAYMENT 11 ,437.41
BALANCE OF TAX DUE OICR
INTEREST AND PEN. .00
TOTAL DUE .01CR
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.