HomeMy WebLinkAbout05-07-10NOTICE OF INHERITANCE TAX ~ennsy van~a ~
BUREAU OF INDIVIDUAL TAXES APPRAISEI~!'~~~~, •,~~I~ ~,~TR DISALLOWANCE DEPARTMENT QF REVENUE
INHERITANCE TAX DIVISION OF DED ~CNA,~;~-~9ESSMENT OF TAX ; REV-.L547 EX AFP C12-04)
PD BOX 280601 ' ~ ~~~ "4-' ' ~~ ' k 'l .w _~
HARRISBURG PA 17128-0601
~Q~~~QY ~.'~ ~~,~~ 04-26-2110
ESTATE OF KEENE LEON J
~~~~K ~C DATE OF DEATH 07-11-2 08
a~pr~,~ ~~~~ ILE NUMBER 21 08-0 56
t ~ ~,~, ~, UNTY CUMBERL ND
ROGER B IRWIN ESQ ~~~'~-°~~' ~~~ `-'~°~ 101
IRWIN 8~ MCKNIGHT APPEAL DATE: 6-25-2010
6 0 W P O M F R E T S T (See reverse side unde Objections
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AN REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUA E
CARLISLE PA 170 3
CUT ALONG THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS _ _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOW NCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF T X
ESTATE OF: KEENE LEON JFILE N0.:21 08-0756 ACN: 1 1 DATE: 04-26-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1 . Real Estate (Schedule A) (1) 225, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .D 0 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 152:882.64 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 D
8. Total Assets cs) 377,882.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseslAdm. CostslMisc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7 14 5. 8
11. Total Deductions ( 1) 64,468.68
12. Net Value of Tax Return ( 2) 313,413.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C 3) .0 0
14. Net Value of Estate Subject to Tax ( 4) _ 313,413.96
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) .0 0 X D 0 r .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 x D 4 5 =~ .0 0
17. Amount of Line 14 at Sibling rate C17) 78.353.49 x 12 =• 9,402.42
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 235,060.47 X 15 -~ 35,259.07
19 al Tax Due
Princi C19)=` 44, 661.49
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-) AMOUNT PAID
10-08-2008 CD010386 2,233.07 48,000.0
TOTAL TAX PAYP'IE 1 50:233.07
BALANCE OF TAX D E 5,571.58CR
INTEREST AND PE .00
TOTAL DUE 5,571.58CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CR~DIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS !,FORM FOR INSTRUCTIONS. /^t~__