HomeMy WebLinkAbout05-08-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ NbTI(~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMEMT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - A~ DEUUCYIONS AND ASSESSMENT OF TAX
PO BOX 280601 - -
HARRISBURG PA 17128-0601
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CRAIG A DEHL ESQ
C A DIEHL LAW OFFICES
3464 TRINDLE RD
CAMP HILL PA 17011
REV-1547 EX AFP (01-09)
DATE 0!5-11-2009
ESTATE OF KANE RAYMOND E
DATE OF DEATH 01-13-2008
FILE NUMBER 21 08-0095
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-10-2009
(See reverse side under Objections)
Amount Remittedl'
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TIDN_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF KANE RAYMOND E FILE N0. 21 08-0095 ACN 101 DATE 05-11-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 24,000.00 NOTE: To insure proper
C2) 69 , 345.20 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 179.,455.69
c6) .00
C7) 89,796.23
Ce) 362,597.12
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 26;,425.22
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.325.6 5
11. Total Deductions C11) 39.750.87
12. Net Value of Tax Return C12) 329,846.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax (14) 329,846.25
NOTE: If an assessment was issued previously, l ines 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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 329,846.25 X 15 _ 49,476.94
19. Principal Tax Due C19)= 49,476.94
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
03-28-2008 CD009484 2,473.85 60,000.00
TOTAL TAX CREDIT 62,473.85
BALANCE OF T.AX DUE 12,996.91CR
INTEREST AND PEN. .00
TOTAL DUE 12,996.91CR ,~ f
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. LL'
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE 1/