HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX pennsytvarna
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 BX
HARRISBURG601 PA 17128-0601 RECORDED OFF ICE OF
RE 01STEQ 9F ""ILLS DATE 06-22-2015
p 'r n ESTATE OF KAUFFMAN JAMES E
?U�5 JUN 30 PM 3 50 DATE OF DEATH 05-14-2014
FILE NUMBER 21 14-0503
CLLr;`, 0 F COUNTY CUMBERLAND
J 101
STERUSS203 l� OR�RETER , CUR ACN APPEAL DATE: 08-21-2015
5006 E T R I kkEi p'R D�L •D CO., �A (See reverse side under Objections)
MECHANICSBURG PA 17050-3651 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 4-
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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: KAUFFMAN JAMES EFILE NO. :21 14-0503 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 40,000.00 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 (Schedule E) (5) 230,602.66
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 270,602.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 17,261 .09
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) 743. 15
11. Total Deductions (11) 18,004.24
12. Net Value of Tax Return (12) 252,598.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 252,598.42
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) .0 0, X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 79,7•9;9R-42 X 045 = 11 ,366.93
17. Amount of Line 14 at sibling rate (17) -nn, X 12 = .00
18. Amount of Line 14 taxable at collateral rate CIS) .00 X 15 = .00
19. Principal Tax Due (19)= 11,366.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
02-12-2015 CD020237 .00 11,648. 18
TOTAL TAX PAYMENT 11,648. 18
BALANCE OF TAX DUE 281 .25CR
INTEREST AND PEN. .00
TOTAL DUE 281 .25CR
* 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.