HomeMy WebLinkAbout03-14-14 NOTICE OF INHERITANCE TAX p211115�/LVal11a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 03-10-2014
ESTATE OF KITNER JAMES W
DATE OF DEATH 03-28-2013
FILE NUMBER 21 13-0864
COUNTY CUMBERLAND
DUNCAN ESQ WILLIAM A ACN 101
1 IRVINE ROW APPEAL DATE: 05-09-2014
CARLISLE PA 17013-3019 (See reverse side under Objections)
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: KITNER JAMES WFILE NO. :21 13-0864 ACN: 101 DATE: 03-10-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 40,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portior
3. Closely Held Stock/Partnership Interest (Schedule C) C37 . of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,295. 16
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets CS) 43,295.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8,362.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 150 .00
11. Total Deductions (11) 8,512.44
12. Net Value of Tax Return (12) 34,782.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 34,782.72
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 C15) .00 X DO = h5 .00
T
16. Amount of Line 14 taxable at lineal rate C16) On X .092
17. Amount of Line 14 at sibling rate (17) 34.789.72 X 1 -:X? :44173-I'9U
18. Amount of Line 14 taxable at collateral rate CIS) .00 X P31 ' %O (gib OL7
A- T}
19. Principal lax Due
TAX CREDITS: V,- rC�
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID C-) - _ -T1
DATE NUMBER INTEREST/PEN PAID C-)
11-05-2013 CDO18566 .00 4,173.93
-T7
TOTAL TAX PAYMENT 4,173.93
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 (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.