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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
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 05-21-2007
ESTATE OF SCHAFFER ROGER D
DATE OF DEATH 04-18-2D06
FILE NUMBER 21 D6-D5Dl
COUNTY CUMBERLAND
ACN IDl
APPEAL DATE: D7-2D-2DD7
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
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 SCHAFFER ROGER D FILE NO. 21 D6-D5Dl ACN IDl DATE 05-21-2DD7
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WILLIAM T HAST ~\'
STOCK & LEADER C\. \~ .
221 W PHILA ST STE 6D
YORK PA 17401
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. 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)
62,694.71
.DD
.OD
.DO
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,123.14
.DO
.DD
(8)
64,817.85
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)
(10)
21,913.72
4D.359.24
(11)
(12)
(13)
(14)
~??7? 9';
2,544.89
.DD
2,544.89
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 ALL 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
(15)
(16)
(17)
(18)
.OD X
2,544.89 X
.00 X
. DD X
OD
D45 II
12 II
15 =
(19)=
.DD
114.52
.DD
.DD
114.52
DATE
D3-14-2D07
NUMBER
CDDD7911
+
INTEREST/PEN PAID (-)
1.38-
AMOUNT PAID
116. D5
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
114.67
.15CR
.DO
.15CR
* 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.)