HomeMy WebLinkAbout05-05-14 9,a '
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TfE'�1/�❑(� I� ,Q IIU ONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION +i❑+-)+/ORDEup (& Ff]f+{� 6F Q7pennsylvania
REY-1547 EX APP {08-1E)
HARRISBURG6PA I7128-8601 ttREGISTER OFOIW ILLS
DATE?Ql4 MR 5 P f 2 52 ESTATE OF KEENER PAUL PAUL A
DATE OF DEATH 03-07-2013
CLERK OF FILE NUMBER 21 13-0332
aRpPNH.pAH k0 S' COURT COUNTY CUMBERLAND
SHEELY ESQ C3�s�,i)ffEntiD PA ACN 101
127 S MARKET S L APPEAL DATE: 07-04-2014
PO BOX 95 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount RemittedI -
—
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE —� RETAIN LOWER PORTION FOR YOUR RECORDS �f-
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REV-1547 EX AFP"{08-13)----N07ICE- OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KEENER PAUL AFILE No. :21 13-0332 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: t ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 160,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 6,464.64 credit to your account,
3. Closely Held Stack/Partnership Interest (Schedule C) (3) 00 submit the upper portion of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 193,461 .50
6- Jointly Owned Property (Schedule F) (6) 17,841 .60
7. Transfers (Schedule G) (7) 171,799.82
B. Total Assets (B) 549,567.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 13,751.36
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18 2.439.66
11. Total Deductions (11) 196,191 .02
12. Net Value of Tax Return (12) 353,376.54
13. Cheritable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 353,376.54
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) 54,862.09 X DO = .00
16. Amount of Line 14 taxable at lineal rate (16) 99R.SI4.4r. X 045 = 13,433.15
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,433.15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-14-2013 CDO18594 .00 11,234.35
INTEREST IS CHARGED THROUGH 05-20-2014 TOTAL TAX PAYMENT 11,234.35
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,198.80
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 29.57
TOTAL DUE 2,228.37
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT ICR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS. l\n�
REV-4470 EX(01-1%
T t pe nnsylvarna INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
MRRI
8-
DECEDENTS NAME FILE NUMBER
Paul Keener 2113-0332
REVIEWED BY ACN
Shannon E Baker 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
G 1 Added. 401 is part of the decedents taxable estate at the applicable tax rate for a
spouse.
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