HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-' ;', ;' NDTTCE OF INHERITANCE TAX
A~f5RAI5EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDIYCTIONS AND ASSESSMENT OF TAX
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STEPHANIE KLEINFE~~~rF~`~~.~ .~~• afti
KEEPER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
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C2) .00
c3) .00
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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 DUKE PATRICIA J FILE N0. 21 07-1034 ACN 101 DATE 08-11-2008
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
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
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 99,551.77
C6) .00
C7) 276, 000.00
fig) 375,551.77
11,142.41
(9)
clo) 3.979.34
C11) 15.121.75
Clz) 360,430.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13)
(14)
.00
360,430.02
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
TAY /`DCTTTC.
DATE 08-11-2008
ESTATE OF DUKE PATRICIA J
DATE OF DEATH 10-20-2007
FILE NUMBER 21 07-1034
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
c15) • 00 X 00 = . 00
C16) .00 X 045. .00
c17J 350,430.02 X 12 = 42,051.60
rate c18J 10,000.00 X 15 1,500.00
c19)= 43,551.60
PAYMENT
DATE RECE PT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-17-2008 CD009188 2,166.70 41,167.25
05-07-2008 CD009685 .00 217.72
TOTAL TAX CREDIT 43,551.67
BALANCE OF TAX DUE .07CR
INTEREST AND PEN. .00
TOTAL DUE .D7CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)