HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(' ':;Rg7fCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _,~pp~~pS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -
PO BOX 280601 _ ..;AF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-06D1 - ' ~
REV-1547 EX AFP C06-05)
ZQ~~ crp _C P~ ~~. ~j ~ DATE 09-01-2008
JC.1 J ESTATE OF KARPER JR EZRA E
r ~,,;_ DATE OF DEATH 11-17-2007
F ~~• '~ r
O~~ ~f`~~ rr~~i~s FILE NUMBER 21 08-0041
JERRY A WEIGLE ESQ ~~ ~ J ^ pA• ACNNTY lO1BERLAND
WEIGLE & ASSOCS C,~, f~ APPEAL DATE: 10-31-2008
12 6 E K I N G S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 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 KARPER JR EZRA E FILE N0. 21 08-0041 ACN 101 DATE 09-01-2008
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
C1) 149, 000.00 NOTE: To insure proper
C2) 410.00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) 125, 920.99 tax payment.
C5) 38.718.79
c6) .00
Cn .00
~$) 314, 049.78
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,259.25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,143.68
11. Total Deductions X11) 16.402.9
12. Net Value of Tax Return C12) 297,646.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 297,646.85
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 ~lg) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate c16) 297,646.85 X 045 = 13,394.11
17. Amount of Line 14 at Sibling rate C17) •0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due cl9)= 13,394.11
TAY PDCTIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-11-2008 CD009290 631.58 12,000.00
06-03-2008 CD009841 .00 762.53
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,394.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~`
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE 7~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (tCJJ/