HomeMy WebLinkAbout03-22-13 NOTICE �F INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-06D1
��C����� ������ �F DATE 03-25-2013
RECs�S i�� �� ��I�.LS ESTATE OF CALAMAN KENNETH G
DATE OF DEATH 06-27-2012
:'ij�� ��� �� �� 1 �� FILE NUMBER 21 12-0766
COUNTY CUMBERLAND
MARK A MATEYA ����K �� ACN 101
55 W CHURCH AVE APPEAL DATE: 05-24-2013
CARL ISLE PA 17��►�+e�o�� ����T (See reverse side under Objections)
�►�:��ERLQ��' ��.. �A Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TU:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CALAMAN KENNETH GFILE N0. :21 12-0766 ACN: 101 DATE: 03-25-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1� 147,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) �2� .0 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D? C4) •�� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,5 0 6.6 3
6. Jointly Owned Property CSchedule F) C6� 2,567.88
7. Transfers (Schedule G) ��� .0 0
s. Total Assets c8) 159,074.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) C9� 3 0.8 5 7.35
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 6.3 2 2.7 4
11. Total Deductions C11) 37,180.09
12. Net Value of Tax Return �12� 121,894.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) �13� .0 0
14. Net Value of Estate Subject to Tax �14? 121,894.42
NOTE: If an assessment was issued previouslv, 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 C15� .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate (16� �?� •A94_47 X 045 = 5,485.25
17. Amount of Line 14 at sibling rate C17) -�� X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18� .0 0 X 15 = .0 0
19. Principal Tax Due C19�= 5,485.25
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-14-2013 CD017044 .00 5,485.25
TOTAL TAX PAYMENT 5,485.25
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 '�l
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. w