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BUREAU OF INDIVIDUAL TAXES r ~' ' "~t~~I~~N ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i {~~4;Ih~;~iQP, ~iEI'~'~~,~ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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JEROME J MCDONALD
439 WALTON AVE
HUMMELSTOWN PA 17036
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DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
DATE 12-20-2010
ESTATE OF KELLER E ROBERT
DATE OF DEATH 07-13-2010
FILE NUMBER 21 10-0757
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-18-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE ~ RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ -
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLER E ROBERT FILE N0.:21 10-0757 ACN: 101 DATE: 12-20-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •0 0 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 88,318.21
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 130,785.00
8. Total Assets (8) 219, 103.21
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 19.0 0 7.$ 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11 . Total Deductions (11) 19, 007.86
12. Net Value of Tax Return C12) 200,095.35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 200,095.35
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
TAX CREDITS:
(15) 137,360.40 X 00 = .00
(16) 62.734 _ 95 x 045 = 2,823.07
c17) _ 00 x 12 = . 00
cls) .00 X 15 = .00
(19)= 2,823.07
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-07-2010 CD013475 106.26 2,018.96
PAYMENT MUST BE MADE BY 04-13-2011*.
TOTAL TAX PAYMENT 2,125.22
BALANCE OF TAX DUE 697.85
INTEREST AND PEN. .00
TOTAL DUE 697.85
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENTS NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
E. Robert Keller 2110-0757
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E 1 Per the decedent's "Last Will and Testament", Item Two, the decedent bequested the
"Edward Jones Account #896-07879-1-2" to his children in equal shares (the amount of the
account as reported on Schedule "E" was $62,734.95).
ROW
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