HomeMy WebLinkAbout01-08-07
01-02-2007
SCHWAB
04-30-2006
21 06-0396
CUMBERLAND
101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount ReMittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2800501
HARRISBURG PA 17128-00501
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
''''r'~'''r"'-'--,~, rC'C'I,N\lTI-CE OF INHERITANCE TAX
['::1 .: r'~ip@jTS~<<'El!T, ALLOWANCE OR DISALLOWANCE
. - .. --qF,DEDUCTIONS AND ASSESSMENT OF TAX
2007 JM~ -8 Pi; 2: 52
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEHf< OF
ORF1~!:.:\iF~, (':(';[ !C{T
1 I ,! J_. '''_' '._' '., .......1 . !
STEPHEN L BLOOM ES'tLJI,'" -.,
2100 LONGS GAP RD
CARLISLE PA 17013
.
REV-1547 EX AFP (005-05)
ELIZABETH H
TO:
~YI_~~~~~_I~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~!__~____________________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHWAB ELIZABETH M FILE NO. 21 06-0396 ACN 101 DATE 01-02-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
IS. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
C IT.
A M N
DATE
07-28-2006
CIS} .00 X 00 .00
(16) 987,340.66 X 045 = 44,430.33
Cl7> .00 X 12 = .00
CIS} .00 X 15 = .00
Cl9}= 44,430.33
AMOUNT PAID
45,000.00
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7_ T~ansfe~s (Schedule G)
S. Total Assets
CI}
(2)
(3)
(4)
(S)
C6}
O}
313,310.00
310,610.91
.00
.00
47,857.47
.00
339,908.74
(S)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate SUbject to Tax
(9)
ClO}
24,346.46
.00
Cl1>
(12)
Cl3}
Cl4}
NOTE:
T
C PT
NUMBER
CD007021
(+
INTEREST/PEN PAID (_)
2,221.52
NOTE: To insu~e P~ope~
c~edit to YOU~ account,
submit the uppe~ po~tion
of this fo~m with YOU~
tax payment.
1,011,687.12
?G.3G~.6~
987,340.66
.00
987,340.66
TOTAL TAX CREDIT 47,221.52
BALANCE OF TAX DUE 2,791.19CR
INTEREST AND PEN. .00
TOTAL DUE 2,791.19CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.