HomeMy WebLinkAbout12-05-07
11-20-2007
KYPER
12-05-2006
21 07-0834
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT T
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:~:('('IP;-:::nNDT.:~01r.'.INHERITANCE TAX
'i"APPRAISEMEJilT-/[AL'LOWANCE OR DISALLOWANCE
"~OF;.::nEI(LicT'toNs.:,aND ASSESSMENT OF TAX
I -_.' - ; '..,. .._!....
2007 DEe - 5
Pr"j 12: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES E SHIELDS II I C!1
6 CLOUSER RD
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DAVID
F
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KYPER DAVID F FILE NO. 21 07-0834 ACN 101 DATE 11-20- 07
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
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/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
59.00
.00
185,043.86
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
15.00
9.99
(11)
(12)
(13)
(14)
NOTE: To insure
credit to your
submit the uppe
of this form wi
tax payment.
roper
count,
portion
your
185,102. 6
NOTE: If an asses silent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of All. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 185,077.87 X 00 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = 0
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 0
19. Principal Tax Due (19)= 0
TAX CREDITS:
PAYMENT C IPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.0
.0
.0
.0
~
DUE
. )
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO