HomeMy WebLinkAbout02-17-15 RECOR1 T77-
'DELIJ FILE OF"
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REGIS-r-- iWIP4AISEMENT, ALLOWANCE OR DISALLOWAN DEPARTMENT OF REVENUE
OF INDIVIDUAL TAXES CE
BUREAU OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
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GLE", DATE 02-16-2015
T ESTATE OF KURTZ KENNETH M
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Iv DATE OF DEATH 07-18-2014
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FILE NUMBER 21 14-0715
COUNTY CUMBERLAND
ZIEGLER KATHI ACN 101
19 W COOVER ST APPEAL DATE: 04-17-2015
MECHANICSBURG PA 17055-6435 (See reverse side under Objections)
Amount Remittedi
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KURTZ KENNETH MFILE NO. :21 14-0715 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 84,000.00 NOTE. To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
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) 3,511.4 5
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 87,511 .45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,264,66
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 41,922.46
11. Total Deductions (11) 45,187.12
12. Net Value of Tax Return (12) 42,324.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 00
14. Net Value of Estate Subject to Tax (14) 42,324.33
NOTE: If an assessment was issued previously, Lines .14, 15, 16, 17, IS 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) 42.324-27,3 X 045 = 1,904.59
17. Amount of Line 14 at sibling rate (17) .130 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,904.59
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
10-09-2014 CDO19781 95.23 1,904.59
TOTAL TAX PAYMENT 1,999.82
BALANCE OF TAX DUE 95.23CR
INTEREST AND PEN. .00
TOTAL DUE 95.23CR
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.