HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.1i4TFCpE~ D~ LKMERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP~PR~bISBM'EN , 'ALLbWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O`(: -DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 _ .._ _ „
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (06-05)
C~~~ ~-~~ ~ J w~~ is 3~DATE 08-11-2008
ESTATE OF KEANE RICHARD H
DATE OF DEATH 08-26-2007
~ -' ~ ~ '~ ~- FILE NUMBER 21 07-0808
Cry ,.`A) ~~~~'~-%~ ~ COUNTY CUMBERLAND
CHARLES L SIECK ESQ vlJ ~ ~) ~"~ '~~ ACN 101
STE 203 APPEAL DATE: 10-10-2008
1700 S DIXIE HIGHWAY (See reverse side under Objections)
BOCA RATON FL 33432 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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEANE RICHARD H FILE N0. 21 07-0808 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) .0 0 NOTE: To insure proper
C2) 108,794.42 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
~5) 249,922.34
c6) .00
~7) 83,840.00
cB) 442,556.76
19,213.71
(9)
clo) 1,503.11
(11) 20.716.82
c 12) 421, 839.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 421,839.94
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ffeures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 36,424.64 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 385,415.30 X 045 = 17,343.69
17. Amount of Line 14 at Sibling rate X17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00
19. Principal Tax Due Clg)= 17,343.69
TAY /`D (TIT TC.
A MENT
DATE REC IPT
NUMBER D SCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-26-2007 CD009010 857.89 16,300.00
05-23-2008 CD009778 .00 185.82
TOTAL TAX CREDIT 17,343.71
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)