HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
.P'~A~TJ!lENT OF REVENUE
\NOTt~EPF INHERITANCE TAX
.- ,APP~AISl;HENT'd~LLOWANCE OR DISALLOWANCE
-;. OFOElllJCTIONS AND ASSESSMENT OF TAX
12-17-2007
KEPHART
12-29-2006
21 07-0129
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
LuGl OEe 2 \
PI~ \: 04
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG
CJ
PA 17055
'*
REV-1547 EX AFP (06-05)
DONNA
J
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
----------------------.--------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEPHART DONNA J FILE NO. 21 07-0129 ACN 101 DATE 12-17-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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)
S. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Return
(9)
CIO}
} CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
380,000.00
79,137.55
.00
.00
41,429.54
41,160.24
.00
(S)
76,821.51
408.98
CI1)
CI2}
CI3}
CI4}
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PA MENT
DATE
03-29-2007
09-26-2007
NOTE:
RECEIPT
NUMBER
CD007956
CD008741
o SCOUNT (+)
INTEREST/PEN PAID (-)
842.11
.00
CIS}
CI6}
CI7}
CIS}
45,050.24 X
399,446.60 X
20,000.00 X
.00 X
00
045 =
12 =
15 =
CI9}=
AMOUNT PAID
16,000.00
3,575.10
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
541,727.33
77.~3D.49
464,496.84
.00
464,496.84
.00
17,975.10
2,400.00
.00
20,375.10
20,417.21
42.11CR
.00
42.11CR
( 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.)