HomeMy WebLinkAbout04-05-13 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION - REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 IR E CO R D ED OFFICE OF
Rf-EGIS E,j OF WILLS DATE 04-01-2013
} ] r 1 ESTATE OF KANE JR MICHAEL J
J F1 53 FILE NUMBER TH
I 21 12-0493
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STEVEN C WILDS ESQ �+ Vii' COUNTY CUMBERLAND
ACN 101
PO BOX 845 GRs SANS' �URT APPEAL DATE: 05-31-2013
HARRISBURG C U M 6 LIi 8 5' A (See reverse side under Objections)
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Amount Remitted
MAKE CHECK PAYABLE AND REMIT' PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV 1547 EX AFP (12-11)12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KANE JR MICHAEL JFILE NO. :21 12-0493 ACN: 101 DATE: 04-01-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 137,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11 ,218.50 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
Of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 11103. 15
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 94,673.05
8. Total Assets (8) 244.394.70
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9)_ 8.710.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 8,710.65
12. Net Value of Tax Return (12) 235,684.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 235,684. 05
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) 00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 93S.6R4 0r, X 045 = 10,605.78
17. Amount of Line 14 at sibling rate (17) 00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19) 10,605.78
TAX CREDITS: -
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-03-2012 (,D016221 368.42 7,000.00
01-09-2013 CD017032 . 00 3,348.80
TOTAL TAX PAYMENT 10,717.22
BALANCE OF TAX DUE 111 .44CR
INTEREST AND PEN. . 00
TOTAL DUE 111 .44CR
* 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 FOR INSTRUCTIONS.