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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
- - APPRArSEHENi"- ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.
REV-1547 EX AFP (06-05)
DATE 04-16-2007
ESTATE OF KAUFFMAN JUNE W
DATE OF DEATH 11-01-2006
FILE NUMBER 21 06-0989
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-15-2007
( 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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAUFFMAN JUNE W FILE NO. 21 06-0989 ACN 101 DATE 04-16-2007
-.. I, 'J;
I : '....'
\: !.-. II
i I -
STEPHEN L BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
771,643.62
.00
.00
107.01
175,749.83
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8.
Total Assets
(8)
947,500.46
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 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
CIO)
34,157.33
.00
CI1)
CI2)
CI3)
CI4)
34.11;7.33
913,343.13
.00
913,343.13
NOTE: 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 !b1. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate CIS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate CI6) 913,343.13 X 045 = 41,100.44
17. Amount of Line 14 at Sibling rate CI7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00
19. Principal Tax Due CI9)= 41,100.44
TAX CRIODITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-16-2006 CD007579 2,052.63 39,000.00
01-31-2007 CDOO7760 2.39 45.42
TOTAL TAX CREDIT 41,100.44
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 INSTRUCTrON~_)