HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
r ^~DEPARTMENT OF REVENUE
!'{ ^~ r~~I ^~ '°~,C ~'-:'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "~ ~,~~ /~ PR~4E~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "!~ ~-'.~
PO BOX 280601 "~,',,. ~ '-~'` ~` ~F`'DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
ZO~Jg SAY -9 A~ 11 ~ 22
C~E~iK 04~
WILLIAM F KEIFEI~,~~ ~~~~ ~
STEPHANIE I KEIFER
870 EASY RD
CARLISLE PA 17015
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF KEIFER JEREMY R
DATE OF DEATH 05-25-2007
FILE NUMBER 21 07-0526
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEIFER JEREMY R FILE N0. 21 07-0526 ACN 101
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OR
DATE
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05-05-2008
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) C1) .00 NOTE: T o insure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,334.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 8,334.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,923 .73
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14 0 .00
11. Total Deductions X11) 8. 063.73
12. Net Value of Tax Return (12) 271.26
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (14) 271.26
NOTE: If an assessment was issued previously, l ines 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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 271 .26 X 045 = 12.21
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 12.21
TAY f RFTITTC.
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-21-2008 CD009334 .00 12.21
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 12.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED. ~~ //
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUES
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) VV