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DATE 09-03-2007
ESTATE OF KEEFER MILDRED E
DATE OF DEATH 04-20-2007
FILE NUMBER 21 07-0428
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEEFER MILDRED E FILE NO. 21 07-0428 ACN 101 DATE 09-03-2007
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TS:
.J. ..
COMMONWEALTH OF PENNSYLVANIA
rPEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
1 APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE
_I 'OF'~EDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2007 AUG 31 PH 3: 59
CLER:< OF
OtqP!-ll\I'i'(~ ('(1' :PT
,j " , ,~) \...J\....I-~.j11
('!'f " ,'-,r\
\Ji.)' '~;\
JANE ADAMS ESQ
64 S PITT ST
CARLISLE
PA 17013
TAX RETURN WAS:
( X) CHANGED
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~operty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
786,703.77
.00
.00
59,386.99
6,525.63
308,827.17
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
26,109.46
2,167.89
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00 X
.00 X
.00 X
928,712.86 X
T
105,873.26
P
DATE
06-27-2007
C T
NUMBER
CDo08348
AMOUNT PAID
PAYMENT MUST BE MADE BY 01-20-2008*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'*
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1,161,443.56
?8.?77 31i
1,133,166.21
204,453.35
928,712.86
00
045 =
12 =
15 =
.00
.00
.00
139,306.93
139,306.93
(19)=
111,445.54
27,861.39
.00
27,861.39
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
t .
REV-1470 EX (6-68)
*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Keefer, Mildred E 2107 -0428
REVIEWED BY ACN
Cheryl Gordon 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 1 Changed tax rate from 12 percent to 15 percent since a brother in law is a collateral
beneficiary.
ROW
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