HomeMy WebLinkAbout05-07-07
05-07-2007
BUTT
05-27-2006
21 06-0517
CUMBERLAND
101
APPEAL DATE: 07-06-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 280'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'.' '..' 7
L r-
r.. \.' ! ~. I C
. . j' ." :\
i ~. ~ . v
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
OFfl
1""1 : C, .'.,.- C '
LINDA A CLOTFELTE~~~SQ
L A CLOTFELTER LW FIRM
5021 E TRINDLE RD 100
HECHANICSBURG PA 17050
", .,-\
*'
REV-1547 EX AFP (06-05>
CATHERINE
TO:
~~!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~2~_!~~!_~~~Q~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BUTT CATHERINE FILE NO. 21 06-0517 ACN 101 DATE 05-07-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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 (18)
19. Principal Tax Due
C TS:
A
DATE
08-24-2006
08-24-2006
02-26-2007
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
(7)
149,000.00
232,548.72
.00
.00
162,199.60
.00
50,401.87
(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 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(0)
37,960.70
1.621.95
NOTE:
US)
(16)
(17)
.00 X
554,567.54 X
.00 X
.00 X
T
AMOUNT PAID
DISCO N (+
INTEREST/PEN PAID (-)
657.89
526.32
.00
C
NUHBER
CD007143
CD007147
CD007843
12,500.00
10,000.00
1,271.33
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portior
of this form with your
tax payment.
594,150.19
(1)
(2)
(3)
(4)
~9.J;8? t;J;
554,567.54
.00
554,567.54
00
045 =
12 =
15 =
.00
24,955.54
.00
.00
24,955.54
(19) =
24,955.54
.00
.00
.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 DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)