HomeMy WebLinkAbout09-23-05
09-19-2005
KEEFE
11-20-2004
21 05-0169
CUMBERLAND
101
APPEAL DATE: 11-18-2005
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
;Y!_~~9~~_!~~~-~~~~------~---~~!~!~_~9~~~_~9~!!9~_~9~_Y9Y~_~~;9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EUGENE L FILE NO. 21 05-0169 ACN 101
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,~;l\PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
; .
, .
" ,
1 ,
~ It
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RALPH V ESTEP
508 MAINST
WILMINGTON
DE 19804
ESTATE OF
KEEFE
REV-1547 EX AFP (06-05)
EUGENE
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
DATE 09-19-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
Z. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
11}
(Z)
(3)
(4)
(5)
(6)
(n
.00
.00
.00
.00
6.220.43
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
lZ. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
110)
7,930.00
.00
(ll)
(IZ)
113}
114}
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
6,220.43
7.930 00
1,709.57-
.00
1,709.57-
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:
IS. Amount of Line 14 at Spousal rate I1S} .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate 116} .00 X 045 = .00
17. Amount of Line 14 at Sibling rate 117} .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate 118) .00 X 15 = .00
19. Principal Tax Due 119}= .00
TAX CREDITS:
r'uncn, I(~(;EIPT (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)