HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
{S~ ~1 '7~~t ~,'~ ~ `~~~ ~~''-NOTICE OF INHERITANCE TAX
TAXES ~ Ad~RA'I§EMENT, ALLOWANCE OR DISALLOWANCE
:i ~ ~ ~' '; 'dF? `REDUCTIONS AND ASSESSMENT OF TAX
2u~r ~ C ~ 5 ~~ ~"~ ~ ~
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JOHNSON DUFFIE
PO BOX 109
LEMOYNE PA 17043
REY-1547 EX AFP (D1-09)
DATE 03-09-2009
ESTATE OF KANGANIS THOMAS G
DATE OF DEATH 01-29-2008
FILE NUMBER 21 08-0125
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KANGANIS THOMAS G FILE N0. 21 08-0125 ACN 101 DATE 03-09-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1,664,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 526.932.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 31.671.71
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 2, 222, 603.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
47,829.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 191.167.10
11. Total Deductions L11) 738.996.1 ~
12. Net Value of Tax Return (12) 1 , 983, 607.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,983,607.56
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY CRFTITTC.
C15) . 00 X
c16) 1,983,607.56 X
c17) . 00 x
(18)
.00 X
00 = .00
045= 89,262.34
12 _ .00
15 = .00
c19)= 89,262.34
PAYM NT
DATE RECE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-29-2008 CD009631 3,947.37 75,000.00
10-28-2008 CD010470 .00 10,314.97
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 89,262.34
BALANCE OF TAX DUE .Op
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. `..,yam
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE y
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)