HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL raxES ,-,.''*pR~A~~E~~,~~. ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION ' ~OF' `-I~EDtIL~~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~"~~ ~~ ~ r `~
HIIRRISBUR6 PA 17128-0601 "' `~ ~ - -
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AMY M MOYA CLr~~~Y"~'' : t1 ,`_~.;} . Pa.
LAW OFCS OF S E LEDERER
5011 LOCUST LN
HBG PA 17109
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 03-22-2010
ESTATE OF KANE JONN J
DATE OF DEATH 09-24-2008
FILE NUMBER 21 08-0995
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-21-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS 4-'~
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KANE JOHN JFILE N0.:21 08-0995 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
submit the upper portion
3. Closely Held StocklPartnershipInterest (Schedule C) .00
C3) of this form with your
4. MortgagaslNotes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,194.29
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 104,430.16
e. Total Assets C8) 105.624.45
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H) (g) 12.198.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 598.9(
C11) 12,797.63
11. Total Deductions 826.82
92
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 92,826.82
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at LineallClass A rate (16) .00 x 045 = .00
17. Amount of Line 14 at S161ing rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rata (18) 42,826.82 )( 15 = 13,924.02
19. Principal Tax Due (19 )= 13:924.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-22-2D08 CD010683 657.89 12,50D.00
09-01-2009 CD011693 7.24- 773.37
TOTAL TAX PAYMENT 13,924.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A'"CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,..,
C-J.) TYL