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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.:+...'~;~ UI~i~c~' OF INHERITANCE TAX
APE>RA;rSEtlI;I!IT-, ALLOWANCE OR DISALLOWANCE
"'O'F"DEDtlCTIONS AND ASSESSMENT OF TAX
DATE 07-23-2007
ESTATE OF SCHNEIDER PAUL E
DATE OF DEATH 09-26-2006
FILE NUMBER 21 06-0929
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-21-2007
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHNEIDER PAUL E FILE NO. 21 06-0929 ACN 101 DATE 07-23-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
ZOU7 JUL 30 PI"! I: 24
CLERK OF
ORPHAi-rS COURT
Cl!~,r"
..i.....
JENNIFER B HIPP
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
;,'.~>.r~ Ri\
OFCS
PA 17011
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
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 assessment 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
TAX CREDITS:
PAYMI:NI
DATE
05-25-2007
NOTE:
RECEIPT
NUMBER
CD008210
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
191.75
.00
.00
41, 186.45
.00
71,841.11
(8)
*
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.
113,219.31
44.8/4.:;16
68,395.05
.00
68,395.05
(19)=
.00
3,077.78
.00
.00
3,077.78
(9)
(10)
25,826.00
TOTAL TAX CREDIT 3,077.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 11,
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. [I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18,998.26
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00
68,395.05
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AMOUNT PAID
3,077.78