HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' -'4Nb~X~E• Q~,. INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRgI~EM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `pF~;i~~pUCLI;ONS; AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~~ S~! -~ ~~ i2: 5®ATE 09-01-2008
ESTATE OF KEMPER CHARLOTTE M
~r-.~~~,~ DATE OF DEATH 11-24-2007
C~~fpe{,. ,~;
~RF~'~i~`~ `~ )RJR'' FILE NUMBER 21 07-1173
C~~p.,,at: •, r, ~- ~ p~ COUNTY CUMBERLAND
BRUCE C BANKENSTEIN ~ ACN 101
MANIFOLD B BANKENSTEIN APPEAL DATE: 10-31-2008
4 8 S D U K E S T (See reverse side under Objections )
YORK PA 17401 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 E-
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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 KEMPER CHARLOTTE M FILE N0. 21 07-1173 ACN 101 DATE 09-01-2008
TAX RETURN WAS: C 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
C1) 104,000.00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
I4) .00 tax payment.
t5) __ 16 , 498.29
c6) _ 7, 605.39
cn .00
c8) 128, 103.68
27,126.90
(9)
clo) 1.121.74
(11) 28.248.64
c12) 99,855.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14)
.00
99,855.04
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 rate
19. Principal Tax Due
Tex ravnrrc.
c15) .00 X 00 _ .00
c16) 99,855.04 X 045 _ 4,493.48
cln .00 X 12 _ .00
Iis) .00 X 15 _ .00
c19)= 4,493.48
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-19-2008 CD009328 157.89 3,000.00
06-02-2008 CD009823 .00 1,335.59
TOTAL TAX CREDIT 4,493.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)