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DATE 12-24-2007
ESTATE OF MOGEL WARREN F
DATE OF DEATH 03- 31-2005
FILE NUMBER 21 05-0368
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( 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 MOGEL WARREN F FILE NO. 21 05-0368 ACN 101 DATE 12-24-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ,_. ~..... T'. -.t'~: 1'"\- /""'. r~
...=('('\:}_: l.,:jnltJiC~ OF INHERITANCE TAX
'. . -.-APPRAIoSEI,1I!:NT, ALLOWANCE OR DISALLOWANCE
'OF- DE~ijCTIONS AND ASSESSMENT OF TAX
ZQOR JM.j -l} PM 12: 33
0[")'::;
\....'! I,
('.i :'
STEPHANIE KLEINFELTER
KEEFER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
*
REV-1547 EX AFP (06-05)
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
133,218.32
.00
.00
.00
.00
577,868.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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
(9)
(10)
46,481.00
214.74
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with'your
tax payment.
711,086.32
41>.,1;9"'.74
664,390.58
.00
664,390.58
NOTE: 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 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) 637,222.58 X 00 .00
(16) 27,168.00 X 045 = 1,222.56
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 1,222.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-14-2007 CDo08689 145.84- 1,368.40
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-15-2007 TOTAL TAX CREDIT 1,222.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.65
TOTAL DUE 8.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)