HomeMy WebLinkAbout11-02-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NonCE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-29-2007
STOUFFER
04-08-2006
21 06-0351
CUMBERLAND
101
APPEAL DATE: 12-28-2007
( 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
0,'- DATE
.J
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- ') F ! .
1\ ,... I ; ~
JOSEPH A STOUFFER
523 WARREN ST
LEMOYNE
(
Q;r-
0;
'!
'.~.'
PA 17043
'*'
REV-1547 EX AFP (06-05)
THERESA
A
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~Q~~!_~Q!!!Q~-~Q!-!Q~!_!~~Q!~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STOUFFER THERESA A FILE NO. 21 06-0351 ACN 101 DATE 10-29-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
129,000.00
.00
.00
.00
4,297.31
.00
91,290.29
(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
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
19. Principal Tax Due
TAY CRE"ITS:
PAYMENT
DATE
01-10-2007
NOTE:
RECEIPT
NUMBER
CD007676
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 11-13-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(9)
(10)
12,123.00
DO =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
224,587.60
?O.176.:\7
204,411.23
.00
204,411.23
.00
9,198.51
.00
.00
9,198.51
9,000.00
198.51
17.38
215.89
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 1\'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE rluE..i
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.l'-()
8,053.37
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
204,411.23 X
. DO X
. DO X
AMOUNT PAID
9,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE