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HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~idflT,IEE-OF-IMNERITANCE TAX BUREAU OF INDIVIDUAL TAXES A'RF'RAISEMENT, AtCOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION -flF IIEDUCTIONS AND ASSESSMENT OF TAX PO BOX 260601 ...- _ ,. , HARRISBURG PA 17128-0601 REY-1547 EX AFP (06-05) c~.~:ifCi 5~1~ 2~ js,i,y ~~; ~t~ATE 09-22-2008 STATE OF KE:LLER CORINNE K ~~ :., ,,, ,_,_ DATE OF DEATH 10-20-2007 ~'=~-'''~ • ' FILE NUMBER 2ll 07-0963 r~ , ,,_ `~+ COUNTY CUMBERLAND S BERNE SMITH ESq f. ACN lUl 107 N 24TH ST APPEAL DATE: 11-21-2008 CAMP H I L L PA 17 011 (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 ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (:03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KELLER CORINNE K FILE N0. 21 07-0963 p(;N 101 DATE 09-22-2008 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) C1) .00 NOTE• To insure proper 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 13 14 Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) Net Value of Estate Subject to Tax (13) C14) .00 226,012.37 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 C15) • 00 X 00 _ . 00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 217,77i'.36 X 045 _ 9,799.98 17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 8,23Ei.01 X 15 _ 1,235.25 19. Principal Tax Due C19)= 11,035.23 rex r~rnrrc. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT F~AID 01-10-2008 CD009158 473.68 9,000.00 07-03-2008 CD009970 .00 1,561.55 C2) 10,492.68 credit to your account, submit the upper portion (3) .00 of this form with your (4) .00 tax payment. C5) 21 , 769 .43 c6) .00 c7) 202, 003.88 Ce) 234,265.99 7,992.11 C9) clo) 261 .51 C11) A. ~~.6 Clz) 226,012.37 TOTAL TAX CREDIT 11,035.23 BALANCE OF TAX DUE .00 INTEREST ANI) PEN. .00 TOTAL DIIE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A,S A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)