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HomeMy WebLinkAbout11-09-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2BO&01 HARRISBURG PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENi, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS - ~j ~ ,l,f _ (", F" It''). ') 'e3 r 1 "', ;.:, j'j j~-<.. L l CATHLEEN E SCHMIDT 204 ST JAMES CT MECHANICSBURG PA 17050-6880 REV-1548 EX AFP (06-05) DATE 11-12-2007 ESTATE OF SCHMIDT KENNETH M DATE OF DEATH 08-27-2007 FILE NUMBER 21 07- 0821 COUNTY CUMBERLAND SSN/DC 209-36-1379 ACN 07142796 APPEAL DATE: 01-11-2008 (See reverse side under Objections) A.ount Re.1 tted l 1 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 +- REY:is4i-EX-AFP-C03:0Sj----------------------______________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 11-12-2007 ESTATE OF SCHMIDT KENNETH M DATE OF DEATH 08-27-2007 S.S/D.C. NO. 209-36-1379 eX} ACCEPTED AS FILED e} CHANGED JOINT OR TRUST ASSET INFORMATION FILE NO. 21 07-0821 TAX RETURN WAS: FINANCIAL INSTITUTION: PSECU COUNTY CUMBERLAND ACN 07142796 ACCOUNT NO. 0169742061-S50 TYPE OF ACCOUNT: e }SAVINGS e} CHECKING e >TRUST OC }TIME CERTIFICATE DATE ESTABLISHED 09-08-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 1,980.13 0.166 330.03 .00 330.03 .00 .00 x TAX CREDITS: NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT e+} AMOUNT PAID DATE NUMBER INTEREST/PEN PAID e-} TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. * ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~