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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NQ11CE OF INHERITANCE TAX
4PPRAISWN,.; ALLOWANCE OR DISALLOWANCE
OF DE~CTIONS AND ASSESSMENT OF TAX
*'
DATE 02-05-2007
ESTATE OF SCHAEFER CECELIA R
DATE OF DEATH 11-21-2005
FILE NUMBER 21 06-0075
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-06-2007
( See reverse side under Objections)
Amount Remittedl 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 +--
REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHAEFER CECELIA R FILE NO. 21 06-0075 ACN 101 DATE 02-05-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
12
Ph
1 " .....
." .-- .
. '- '1.,,01
CHARLES E SHIELDS
6 CLOUSER RD
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
27.349.76
.00
.00
381.30
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Total Assets
(8)
27,731.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
9,657.49
1.930.42
(11)
(12)
(13)
(14)
11.1i87_91
16,143.15
.00
16,143.15
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. 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'
NOTE:
(15)
(16)
(17)
(18)
.00
16,143.15
.00
.00
.00
726.44
.00
.00
726.44
X 00
X 045 =
X 12 =
X 15 =
(19)=
.
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-16-2006 CDo06341 36.32 940.50
TOTAL TAX CREDIT 976.82
BALANCE OF TAX DUE 25o.38CR
INTEREST AND PEN. .00
TOTAL DUE 25o.38CR
If
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
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