HomeMy WebLinkAbout09-19-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806011
HARRISBURG f'A 17128-0601
PETER J RUSSO
P' J RUSSO LAW OFCS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ,~OiICE FfF INHERITANCE TAX
APPRAISEMENF, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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5.006 E TRINDLE RD 100
MECHANICSBURG PA 17050
REY-1547 EX AFP (06-05)
DATE 09-22-2008
ESTATE OF KEITER DEAN C
DATE OF DEATH 08-20-2006
FILE NUMBER 21 06-0836
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-21-2008
(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 ALCING THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~"-
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REV-15~i7 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEITER DEAN C FILE N0. 21 06-0836 ACN 101 DATE 09-22-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 1,500.00
cz) .00
c3) .00
c4) .00
C5) 300.00
c6) .00
n) .00
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,800.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 8,696.12
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 76,549.06
11.. Total Deductions (11) 8F:. 4F.18
I12) 83,445.18-
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
83,445.18-
14. Net Value of Estate Subject to Tax C14)
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate I15) •
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate I18) •0 0 X 15 = .00
15'. Principal Tax Due C19)= .00
1 /1A MRGL1 1 J i
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
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~„JS
. orrli,,m ccG aFVFRSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
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COMMON`JVEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME
Dean C Keiter
FILE NUMBER
2106-0836
REVIEWED BY HMV
Deborah Washington 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 11 &2
The value of the jointly held assets is being stricken from the assessment of this return
since they were previously assessed on 12-25-2006 under ACN 06154029 & 30.
INHERITANCE TAX
EXPLANATION
OF CHANGES
Row Page 1