HomeMy WebLinkAbout08-14-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '- APPRA:ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ""
PO BOX 280601 - ~, ~~,'" 't.i ~ OF •DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
~~..~~~ ~~t~~~
MICHAEL A SCHER~~~~--~=~i~~ ~'~~" ~•
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
REV-1547 IX AFP CO1-09)
DATE 08-10-2009
ESTATE OF KEENER B L
DATE OF DEATH 11-17-2008
FILE NUMBER 21 09-0157
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-09-2009
(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 _ ~-- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KEENER B L FILE N0. 21 09-0157 ACN 101 DATE 08-10-2009
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) (1) .0 0
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,18 7.7 4
6. Jointly Owned Property (Schedule F) (6)_ 96,377.00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
99,564.74
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 3,187.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 3.187.74
12. Net Value of Tax Return C12) 96, 377.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 96, 377.00
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 assess ed 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) 96,377.00 X 045 = 4,336.96
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 _ .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 _ .0 0
19. Principal Tax Due C19)= 4, 336.96
TAY /`DCTfTTQ.
Y ~ J ~
PA N
DATE
REC IP
NUMBER
DISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-13-2009 CD010906 210.53 4,000.00
03-16-2009 CD011003 .00 126.44
TOTAL TAX CREDIT 4,336.97
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)