HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
'~~ APP~FiA,I~1ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~~ ~ !!' f~Eii~~
INHERITANCE TAX Drv1S1oN ~ _- '~ b~1fi-D UCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~~~ - ~' ~ -~~~
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ANDREW C SH~JO>~iV~~~SQ,,'`( ~, ,~.,~} PA
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127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055-0095
Pennsylvania
DEPARTMENT OF REVENUE .
REY-1547 EX AFP (12-11)
DATE 04-23-2012
ESTATE OF KEENER JOHN E
DATE OF DEATH 01-28-2011
FILE NUMBER 21 11-0191
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2012
(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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEENER JOHN EFILE N0.:21 11-0191 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 370,000.00
2. Stocks and Bonds (Schedule B) (2) 709,875.50
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2 30,894.81
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .00
NOTE: To ensure F~roper
credit to your ar:count,
submit the upper portion
of this form with your
taX payment.
8. Total Assets c8) 1 , 310 , 770.31
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~9) b1,96 3.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24,745.26
11. Total Deductions X11) 86,709.04
12. Net Value of Tax Return ~ 12) 1 , 224 , 061.27
13. Charitable/Governmental Bequests; Nonelected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 224, 061 .27
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 (15) 612,030.63 X oo - oo
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 617.030-63 X 045 = 27,541.37
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 x 15 - 00
19. Principal Tax Due C19)= 27,541.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-25-2011 CD014353 1,210.53 23,000.00
10-27-2011 CD015127 .00 3,330.88
TOTAL TAX PAYMENT 27,541.41 _
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
~ 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 FDRM FOR INSTRUCTIONS. /~
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