HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (OB-13)
PU BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 05-05-2014
REGISTER OF WILLS ESTATE OF KELLER JOHN W
DATE OF DEATH 06-27-2013
1019 My 5 0M 2 56 FILE NUMBER 21 13-0903
COUNTY CUMBERLAND
ROGERS ESQ ELYSE E CLERK OF ACN 101
STE 400 APPEAL DATE: 07-04-2014
625 NORTH 12TH STREET ORPHANS' COURT (See reverse side under Objections)
LEMOYNE PA OW49ERLAND CO., PA Amount Remitted
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
REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: KELLER JOHN WFILE NO. :21 13-0903 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: IX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
Ug submit the upper portio,
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10,320.47
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 444,976.73
S. Total Assets (8) 455.297.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38,491 .62
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17. 12
11. Total Deductions (11) 38,508.74
12. Net Value of Tax Return (12) 416,788.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 416,788.46
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 4IF.7RR-4A X 045 = 18,755.48
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 18,755.48
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-18-2013 CDO18159 937.77 18,000.00
TOTAL TAX PAYMENT 18,937.77
BALANCE OF TAX DUE 182.29CR
INTEREST AND PEN. .00
TOTAL DUE 182.29CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ��`