HomeMy WebLinkAbout04-28-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C;:(:(~Tfc.~ (gF:Y~~~ITANCE TAX
APPRA.1SEMENT.ALLQ\'IAN~E OR DISALLOWANCE
OF ~DUCtIONS ANDCA&SESSMENT OF TAX
REV-1547 EX AFP (06-05)
RICHARD C SNELBAKER ESQ
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
2008 APR 28 PM IbAh
ESTATE OF
CLEF\:< OF DATE OF DEATH
QCC;-l:\i.:(\ j,~rii 'R'1=ILE NUMBER
\ Ii i ,r,; . ..J ,~-' ,......1\). ,r
r'\ 1\' .--, r""\ <<Rl\UNTV
V~ ACN
04-28-2008
KEEFE
05-17-2007
21 07-0542
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SHARON
A
TO:
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 KEEFE SHARON A FILE NO.21 07-0542 ACN 101 DATE 04-28-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1- Real Estate (Schedule A) (l) .00 NOTE: To insure proper
2. stocks and Bonds (Schedule B) (2) .00 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,421.84
6. Jointly Owned Property (Schedule F) (6) 23,961.19
7. Transfers (Schedule G) (7) 24,404.25
8. Total Assets (8) 64,787.28
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,794.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (lO) 4,364.27
11- Total Deductions ell ) 1 ~ . 11i8 67
12. Net Value of Tax Return (l2) 52,628.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (l3) .00
14. Net Value of Estate Subject to Tax (l4) 52,628.61
NOTE: 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 (lS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (l6) 40,648.01 X 045 = 1,829.16
17. Amount of Line 14 at Sibling rate {In 1l,980.6o X 12 = 1,437.68
18. Amount of Line 14 taxable at Collateral/Class B rate (l8) .00 X 15 = .00
19. Principal Tax Due (l9)= 3,266.84
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-20-2008 CD009320 .00 2,368.29
INTEREST IS CHARGED THROUGH 05-13-2008 TOTAL TAX CREDIT 2,368.29
AT THE RATES APPLICABLE AS oun I NED ON THE BALANCE OF TAX DUE 898.55
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 16.20
TOTAL DUE 914.75
* IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
2107 -0542
101
Sharon A. Keefe
ACN
REVIEWED BY
Anita McCully
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F
Siblings are taxable at the rate of 12% for dates of death on or after 07 -01-2000.
ROW
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