HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX s pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128.0601
DATE 03-31-2014
ESTATE OF KANN GLENN F
DATE OF DEATH 02-05-2013
FILE NUMBER 21 13-0197
COUNTY CUMBERLAND
WETZEL ESQ JENNIFER D ACN 101
PERSUN & HEIM PC APPEAL DATE: 05-30-2014
PO BOX 659 (See reverse side under Objections)
MECHANICSBURG PA 17055-0659 Amount Remitted �i
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 4—
_______-_-____-
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 4R
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KANN GLENN FFILE N0. :21 13-0197 ACN: 101 DATE: 03-31-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 539,300.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B). (2) 2,869,946.75 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgagos/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 409,260.14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets {8) 3,818,506.89
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schodule H) (9) 91.920.11
10. Debts/Mortgaga Liabilities/Liens (Schedule I) (10) 1 ,622.00
11. Total Deductions (11) 93,542.11
12. Net Value of Tax Return (12) 3,724,964.78
13, Charitable/Governmental Bequests; Nan-elected 9113 Trusts (Schedule J) (13) OD
14. Net Value of Estate Sub3ect to Tax (14) 3,724,964.78
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 CIS) •00 X Q0 =
16. Amount of Line 14 taxable at lineal rate (16) . nn X (CM ==
17. Amount of Line 14 at sibling rate (17) -00 X r'O= �•dbo
18. Amount of Line 14 taxable at collateral rate (18) 3,724>964.78 X rk5 5N,744Z2
19. Principal Tax Due ig1 558,7
TAX CREDITS: 3b. �]
PAYMENT RECEIPT DISCOUNT (+) O ,
AMOUNT PAID �j :M -'ri ":4
DATE NUMBER INTEREST/PEN PAID C-) ..� � � 'T1
04-29-20 3 CDO175 0 23,684.21 450,000.08 1� f;,, M 11-01-2013 CD018360 .00 86,998.6§
� CD
C�O
TOTAL TAX PAYMENT 560,682.89
BALANCE OF TAX DUE 1,938. 17CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,938.17CR
+, 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. \\�`