HomeMy WebLinkAbout07-01-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MARLIN R MCCALEB ESQ
M R MCCALEB LAW OFCS
PO BOX 230
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,_~ti ~.,*-,-. ~~Q~r'Iy ~F;.; INHERITANCE TAX
_ (A~~j~~IC3~6~MEM~/~ ALLOWANCE OR DISALLOWANCE
,~ ~~ ~~~.j1~~ULT t}N$-,AND ASSESSMENT OF TAX
~~1t~',.+a3 LL+! ~~i i sTtt t,.,.,
REV-1547 EX AFP (06-05)
,~~8 ",~ _' ~M '; 06: DATE 06-30-2008
Jv ESTATE OF KAPP NORMA J
c DATE OF DEATH 09-25-2007
Ci~,G~~ FILE NUMBER 21 07-0890
{~~~LA~~~~'w•~ ~ ACNNTY lO1BERLAND
MECHANICSBURG PA 17055
APPEAL DATE: 08-29-2008
(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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAPP NORMA J FILE N0. 21 07-0890 ACN 101 DATE 06-30-2008
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)
8. Total Assets
cl) 55,000.00
t2) .00
c3) .00
c4) .00
c5) 21, 580.57
c6) 44,865.28
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 121 , 445.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,963 .26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.030 .19
11. Total Deductions (11) 17.993.45
12. Net Value of Tax Return (12)
103,452.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 103,452.40
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 ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 103,452.40 X 045 = 4,655.36
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 cly)= 4,655.36
TAY f`DGTTTC.
A EN
DATE RECEIPT
NUMBER ISCOU (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-18-2007 (0009092 210.53 4,000.00
04-14-2008 (0009551 .00 444.83
TOTAL TAX CREDIT 4,655.36
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)