HomeMy WebLinkAbout06-29-07
DATE 06-25-2007
ESTATE OF SCHREFFLER ROY W
DATE OF DEATH 01-25-2007
FILE NUMBER 21 07-0106
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 SCHREFFLER ROY W FILE NO. 21 07-0106 ACN 101 DATE 06-25-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
RECORDEU~~~g:~f ~N~L;~~A=~;E~:M~~~A~;O~:CE
~;~l(*\'i(~T~~: r'~c \,I,t! I (I
1 I;.,.. ]1\) i L-.i; ,~l ,'j ;.1. t,... ". ,
2007 JUN 29 PH I: I 2
FRANK H KELLY
400 BRIDGE STREET
SUITE #4
NEW CUMBERLAND
CLERK OF
ORPH.AN'S COURT
Cllf F)'-"":" (, (V', P^
J v.:' '_, 1_ ~.
PA 17070
'*
REV-1547 EX AFP <06-05)
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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
C
A M N
DATE
04-17-2007
06-18-2D07
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.
B.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
125,000.00
.00
.00
.00
16.232.00
.00
.00
(B)
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)
Total Assets
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)
CIa)
5,335.00
3.456.DO
CI1)
( 12)
CI3)
CI4)
NOTE:
CIS)
(liD
CI7)
CIB)
.DD X
132,441. DD X
. DD X
. DD X
C I
NUMBER
CDDD8036
SBADJUST
(+)
PAID C-)
297.99
.00
AMOUNT PAID
5,661.85
.Dl
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
141,232.DO
11.791 on
132,441.DD
.DD
132,441.DD
DD
D45 =
12 =
15 =
.DD
5,959.85
.DD
.DD
5,959.85
CI9)=
5,959.85
.OD
.OD
.DD
C IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)