HomeMy WebLinkAbout10-05-07
10-01-2007
SHORT
11-01-2006
21 06-1008
CUMBERLAND
101
APPEAL DATE: 11-30-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
"'1"
I (fATE
I ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
_. J
}11 I ~ I :
J ROBERT STAUFFER
MARKET SQUARE BLDG
MECHANICSBURG PA
('\1 j!',
.v"..
17055
REV-1547 EX AFP (06-05)
JUNE
I
I
PAYMENT TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-lS~7 EX AFP C03-DSJ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHORT JUNE I FILE NO. 21 06-1008 ACN 101 DATE 10-01-2007
TAX RETURN WAS: (X) ACCEPTED AS FI 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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
103,53~.80
.00
.00
.00
3,664.85
.00
.00
(l)
(2)
(3)
(4)
(5)
(6)
(7)
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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)
ClO}
12,877.16
17.701.33
(ll)
Cl2}
Cl3}
Cl4}
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B)
107,199.65
30.li7R.49
76,621.16
.00
76,621.16
If an assess.ent was issued previously, lines 14, IS 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. PrinCipal Tax Due
TAX CREDITS'
Cl5}
Cl6}
Cl7}
ClB}
.00 X 00 .00
76,621.16 X 045 = 3,447.95
.00 X 12 .00
.00 X 15 .00
Cl9} = 3,447.95
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-16-2007 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,447.95
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 57.39
TOTAL DUE 3,505.34
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. (\ \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)