HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT AFREVENUE
INHERITANCE_TA DIVISION- � "'^� `�c'
� REV-1547 IX AFP (11-14)
PO BOX 2�&0 _ '
HARRISBURG PA 17128-0601
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DATE 02-16-2015
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�[ tU 2 j n� i i� L ESTATE OF KAFKALAS NICHOLAS P
J DATE OF DEATH 12-31-2013
FILE NUMBER 21 14-0008
NI�FI��'L'AS STEVE C101
COUNTY CUMBERLAND
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, ACN APPEAL DATE: 04-17-2015
2 215 FOREST HILLS D R (See reverse side under Objections)
HARRISBURG PA 17112-1099 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS _LINE - _ - 1- R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS 4
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KAFKALAS NICHOLAS PFILE NO. :21 14-0008 ACN: 101 DATE: 02-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 209,522.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,689.50 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 147,803.66
6. Jointly Owned Property (Schedule F) (6) 160,092.82
7. Transfers (Schedule G) (7) 15,110.06
8. Total Assets (8) 535,218.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,033.46
10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 31 ,8 57.4 5
11. Total Deductions (11) 44,890.91
12. Net Value of Tax Return (12) 490,327.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 9,0 00.0 0
14. Net Value of Estate Subject to Tax (14) 481,327. 13
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) 47R•-A77-1 A X 045 = 21,524.72
17. Amount of Line 14 at sibling rate (17) -an X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 3,000.00 X 15 = 450.00
19. Principal Tax Due (19)= 21,974.72
TAX CREDITS: '
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-25-2014 CDO18930 1,098.74 27,000.00
TOTAL TAX PAYMENT 28,098.74
BALANCE OF TAX DUE 6,124.02CR
INTEREST AND PEN. .00
TOTAL DUE 6,124.02CR
* 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.