HomeMy WebLinkAbout04-18-08
04-14-2008
SCHAEFFER
06-09-2006
21 06-0530
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
0F:CC~f({a @FFij~E~'hANCE TAX
APPRA!.se~~t:':T, ;~~~(j)~NEE OR DISALLOWANCE
OF'-:fiE.nUdUIoN.Si Atlli ASSESSMENT OF TAX
2008 APR I 8
PM 12bitfE
JEFFREY R BOSWELL ESQ
BOSWELL ETAL
315 N FRONT ST
HBG PA 17108
ESTATE OF
CLERK OF DATE OF DEATH
ORPHAN'S CQUR"rILE NUMBER
CU' '.',-'..!.-.~. ..'.. ." '.. If'. r.. '...,-.\ P,QUNTY
'\l;l-,.-L., ""'" 1./' f'f..
. "'-' t, ACN
'*
REV-1547 EX AFP (0&-05)
MARGUERIT E
TO:
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 SCHAEFFER MARGUERIT E FILE NO. 21 06-0530 ACN 101 DATE 04-14-2008
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. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
&. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
15,794.67
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
(9)
(10)
11,947.68
17.165.49
(11)
(12)
(13)
(14)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Retu~n
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(8)
15,794.67
,9.1] 3. ] 7
13,318.50-
.00
13,318.50-
NOTE: If an assessment 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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
(15) .00 X 00 = .00
(16) .00 X 045 = .00
(17) .00 X 12 - .00
(18) .00 X 15 = .00
(19)= .00
AMOUNT PAID
:
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. .
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE-1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~