HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2806(11
HARRISBURG F'A 17128-0601
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NOTICE OF INHERITANCE TAX
TAXES" APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
-- ~~ OF DEDUCTIONS AND ASSESSMENT OF TAX
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GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
REV-1547 EX AFP (D6-05)
DATE 08-04-2008
ESTATE OF SCHAFFER RAYMOND L
DATE OF DEATH 03-05-2006
FILE NUMBER 21 06-0423
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-03-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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-154'7 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHAFFER RAYMOND L FILE N0. 21 06-0423 ACN 101 DATE 08-04-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Fteal Estate (Schedule A) (1) .00 NOTE: To insure proper
2. !itocks and Bonds (Schedule B) (2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) I3) . of this form with your
4. F7ortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,566.00
6. .lointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 72,885.00
e. Total Assets C8) 80,451.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 27,619.00
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. ])ebts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 27.619.00
12. Net Value of Tax Return (12) 52,832.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 21,84 3.00
14. Net Value of Estate Subject to Tax (14) 30,989.00
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. .Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 30,989.00 X 15 = 4,648.35
Principal Tax Due
19 (19)= 4,648.35
.
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~~ PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-17-2006 CD006706 157.89 3,000.00
04-29-2008 CD009632 7.89- 1,498.35
BALANCE: OF UNPAID INTEREST/PENALTY AS OF 04-30-2008
^ IF PA:[D AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL D
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL D
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TOTAL TAX CREDIT 4,648.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. 153.03
TOTAL DUE 153.03
UE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
UE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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