HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX pennsylvama
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF KANE JAMES P
DATE OF DEATH 02-16-2013
FILE NUMBER 21 13-0203
COUNTY CUMBERLAND
FISHER ESQ JESSICA L ACN 101
STE C100 APPEAL DATE: 05-09-2014
555 GETTYSBURG PIKE (See reverse side under Objections)
MECHANICSBURG PA 17055-5204 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE----- --)- RETAIN LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP (08-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KANE JAMES PFILE NO. :21 13-0203 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) 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) (2)
. 00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portioi of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 108,618.53
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 517,345.08
8. Total Assets (e) 625.963.61
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 39.272.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,021 .74
11. Total Deductions (11) 42,293.99
12. Net Value of Tax Return (12) 583,669.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 583,669.62
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. ti)
ASSESSMENT OF TAX: C7 ' _
15. Amount of Line 14 at spousal rate (15) • 00 X C r - ,
16. Amount of Line 14 taxable at lineal rate (16) FR3.664-67 X � -CT ,26 CC
A J'
m
17. Amount of Line 14 at sibling rate (17) - 00 X
18. Amount of Line 14 taxable at collateral rate (18) .00 X r-
19. Principal Tax Due Q3�¢).=. 26,26&')] 3-'
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) = _ `)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID - W j.. iT1
05-13-2013 CDO17599 1 ,313.26 26,002.00 hJ �n
� -rT
TOTAL TAX PAYMENT 27,315.26
BALANCE OF TAX DUE 1,050. 13CR
INTEREST AND PEN. .00
TOTAL DUE 1,050.13CR
e IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU�0\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.