HomeMy WebLinkAbout09-22-06
09-25-2006
KECK SR
10-16-2005
21 05-0948
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EARL J FILE NO. 21 05-0948 ACN 101 DATE 09-25-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
','-r''1~,f'\r:n (NOlTJIlE'qE INHERITANCE TAX
,j C:\" !,lPPRldStHEM,'ALlOWANCE OR DISAllOWANCE
":OF'bEOOC;;IONS AND ASSESSMENT OF TAX
Znnc ,,:,p 2?f\I'~1 0.): 57
lj,)J ,-',-I '_ I.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WAYNE F SHADE ESQ
53 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF
KECK SR
,I
II
REV-1547 EX AFP (06-05)
EARL
J
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
109.277.36
.00
.00
.00
46.779.88
.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
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
UO)
25.687.15
1.423.01
(11)
(2)
(3)
(14)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
156.057.24
27.110 16
128.947.08
.00
128.947.08
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:
lS. 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:
US) .00 X 00 = .00
(16) 128.947.08 X 045 = 5,802.62
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= 5.802.62
r..,n"," ,.......... . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-03-2006 CD006171 263.16 5.000.00
08-09-2006 CD007079 .00 89.47
INTEREST IS CHARGED THROUGH 10-10-2006 TOTAL TAX CREDIT 5.352.63
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 449.99
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 7.85
TOTAL DUE 457.84
. 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.)
REV-1470 EX (6-66)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
KECK, Jr., Earl J.
REVIEWED BY
ACN
2105-0948
101
Kathy Leo
ITEM
SCHEDULE NO.
A 1
EXPLANATION OF CHANGES
The value of the real estate is increased from $99,277.36 to $109,277.36 as the result of
HUD-1 Settlement Sheet. A "Gift of Equity" (line 505) is not an allowable deduction.
ROW
Page 1