HomeMy WebLinkAbout01-04-08
DATE 12-24-2007
ESTATE OF KAUFFMAN DOROTHY M
DATE OF DEATH 02-12-2007
FILE NUMBER 21 07- 0205
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
Amount Remittedl 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 (03-05J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAUFFMAN DOROTHY M FILE NO. 21 07-0205 ACN 101 DATE 12-24-2007
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 !bh 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
TAX CREDITS:
PAYMENT
DATE
05-04-2007
10-03-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
')
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
fi,:' ,~:,. 1t@~~(~~~c€!CINHERITANCE TAX
~..~A.pPRA'~SE~ENT,; A-lLOWANCE OR DI SALLOWANCE
r;~.OF::nEDutrldNS.)AND ASSESSMENT OF TAX
"'O"Q lPI 4
L iJv.... f-\~! -
Pt112: 33
SUE MAUERY
M & T INVESTMENT
PO BOX 2961
HBG
CLE;~:< c:
CiP~:l i ::
r-,] ..
,.
''JT
--"1
GROUP
PA 17105
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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.
8.
.00
.00
.00
.00
341,466.80
.00
.00
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
(Schedule E)
Total Assets
(8) _
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
27,719.37
10. Debts/Mortgage Liabilities/Liens (Schedule I> CIO) 10,738.14
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE:
CIS)
CI6)
CI7)
CI8)
. DO X
70,743.00 X
. DO X
45,011.00 X
DO =
045 =
12 =
15 =
CI9)=
RECEIPT
NUMBER
CDo08123
CDo08779
DISCOUNT (+)
INTEREST/PEN PAID (-)
475.00
.00
AMOUNT PAID
9,025.00
435.09
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
341,466.80
38.41i7.1i1
303,009.29
187,255.29
11 5,754. DO
.00
3,183.44
.00
6,751.65
9,935.09
9,935.09
.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. ri-6
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)