HomeMy WebLinkAbout04-28-08
04-21-2008
KECK
11-06-2007
21 07-1073
CUMBERLAND
101
APPEAL DATE: 06-20-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
; , ri~;,rlfPT1CE OF INHERITANCE TAX
AI'PRAtSEMIONT, ALLOWANCE OR DISALLOWANCE
OF D~OUCTIONS AND ASSESSMENT OF TAX
2008 APR 28
Pt~ I: 12
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL A SCHERER
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
CLE:)i<
OR')f..L!\
~.Q
i:iF
C'.)URT
I F/~,
PA 17013
'*
REV-1547 EX AFP (06-05)
PAULINE
E
I
PAYMENT 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 KECK PAULINE E FILE NO. 21 07-1073 ACN 101 DATE 04-21-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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)
.00
.00
.00
.00
83,474.72
.00
.00
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(0)
6,902.48
282.84
(11)
(2)
(3)
(4)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
83,474.72
7.1 81i . 3?
76,289.40
.00
76,289.40
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 !b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate OS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) 57,217.05 X 045 = 2,574.77
17 . Amount of Line 14 at Sibling rate (7) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (8) 19,072.35 X 15 2,860.85
19. Principal Tax Due (9)= 5,435.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-05-2008 CD009260 271 . 78 5,163.84
TOTAL TAX CREDIT 5,435.62
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. %'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)