HomeMy WebLinkAbout06-13-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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~nPN~k[ f ~, ;,,,i ~~ ~
ELYSE E ROGERS Est-~+ ~~
KEEPER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_, _ _ ,-,
;, r NpTICE OF INHERITANCE TAX
APPR~4ISEJ~IENT, ALLOWANCE OR DISALLOWANCE
'; .:~.,;:DF`i DEDUCTIONS AND ASSESSMENT DF TAX
REV-1547 EX AFP C06-05)
DATE 06-09-2008
ESTATE OF JUNG JOHN B
DATE OF DEATH 06-08-2007
FILE NUMBER 21 07-0571
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-08-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'E, ° ~` ~;~~ 1 ~ k~''~ i2~ 31
CUT ALONG THIS LINE -i RETAIN LOWER PORTION FOR YOUR RECORDS •-
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ~4LLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JUNG JOHN B FILE N0. 21 07-0571 ACN 101
OR
DATE 06-09-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 376x313.66 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
85,440.77 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 213,638.78
6. Jointly Owned Property [Schedule F) (6) .00
7. Transfers [Schedule G) (7) 1,291,005.65
s. Total Assets c8) 1 , 966, 398.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,791.41
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.88 3.74
11. Total Deductions I11) 70.67F;.7
12. Net Value of Tax Return (12) 1,945,723.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 1,945,723.71
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 (15) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,945,723.71 X 045 = 87,557.57
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 c19)= 87,557.57
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
08-30-2007 CD00861 4,342.11 82,500.00
03-05-2008 CD009382: .00 772.00
04-30-2008 CD0096451 .00 715.47
TOTAL TAX CREDIT 88,329.58
BALANCE OF TAX DUE 772.O1CR
INTEREST AND PEN. .00
TOTAL DUE 772.O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN SL, NO PAYMENT IS REQUIRED. ~'
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A:i A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)