HomeMy WebLinkAbout04-29-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX D`VI 5" r FI^E n REV-1547 EX AFP (11-14)
PO BOX 2�0�02(�R UU 0( l�G V
HARRISBUk� �)((`��1`28-0601
REGISTER OF WILLS
DATE 04-27-2015
PPR 29 pn 12 15 ESTATE OF KAZINER SHIRLEY
DATE OF DEATH 08-10-2010
CLE t1 01" FILE NUMBER 21 10-0987
ME0R� I�_b, COF�K &I E COUNTY CUMBERLAND
ACN501
6w06-26-20151LTF BPT
APPEAL DATE:
HARRISBURG PA 17110 (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 t--
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAZINER SHIRLEY FILE NO. :21 10-0987 ACN: 501 DATE: 04-27-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN
1. Real Estate (Schedule A) Cl) •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 portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 77,500.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 77,500.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1 ,534.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1,534.02
12. Net Value of Tax Return (12) 75,965.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 75,965.98
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) 52,982.99 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 72•9R7_99 X 045 = 11034.23
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,034.23
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-12-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,034.23
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 55.29
TOTAL DUE 1,089.52
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.
REV-1470
renns lvania
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,EAJZ12L-QkQl--
DECEDENT'S NAME FILE NUMBER
Shirley Kaziner 2110-0987
REVIEWED BY RCN
Shannon E Baker 501
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
§ 2102. SHARE OF SURVIVING SPOUSE
The intestate share of a decedent's surviving spouse is:
(2) If there is no surviving issue of the decedent but he is survived by a parent or
parents, the first$30,000 plus one-half of the balance of the intestate estate.
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