HomeMy WebLinkAbout11-02-07
Fi; !: 06 DATE 10-29-2007
ESTATE OF KELLER ROGER M
DATE OF DEATH 04-10-2007
FILE NUMBER 21 07-0471
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2007
( See reverse side under Objections)
A.ount Rn1 thd [ 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 C03-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KELLER ROGER M FILE NO. 21 07-0471 ACN 101 DATE 10-29-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- I NOTIcEOF'INHERITANCE TAX
'APPRAISEMENT, A~LOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
? n n 7 11,-.1
l.lJ,~ .\
- t:
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
-
'*
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
NOTE: If an assess.ent was 1ssued prev1ously, l1nes 14, 15 and/or 16, 17, 18 and 19 will
reflect f1gures that 1nclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of L1ne 14 at Spousal r-ate Cl5) 348,783.53 X 00 .00
16. Amount of L1ne 14 taxable at L1neal/Class A r-ate Cl') .00 X 045 = .00
17. Amount of L1ne 14 at S1bl1ng r-ate Cl7) .00 X 12 = .00
18. Amount of L1ne 14 taxable at Collater-al/Class B r-ate (18) .00 X 15 = .00
19. Pr-1nc1pal Tax Due Cl9)= .00
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/Par-tner-sh1p Inter-est (Schedule C)
4. Mor-tgages/Notes Rece1vable (Schedule D)
5. Cash/Bank Depos1ts/M1sc. Per-sonal Pr-oper-ty (Schedule E)
,. J01ntlY Owned Pr-oper-ty (Schedule F)
7. Tr-ansfer-s (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.0Q
.00
.00
21.5oo.OQ
.00
339,205.53
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funer-al Expenses/Adm. Costs/M1sc. Expenses (Schedule H)
10. Debts/Mor-tgage L1ab111t1es/L1ens (Schedule I)
11. Total Deduct10ns
12. Net Value of Tax Retur-n
13. Char-1table/Gover-nmental Bequests; Non-elected 9113 Tr-usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
11,922.00
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE: To 1nsur-e pr-oper-
cr-ed1t to your- account,
subm1t the Upper- por-t10n
of th1s for-. w1th your-
tax payment.
360,705.53
11 . 9?? nn
348,783.53
.00
348,783.53
TAX s.
DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. R
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)