HomeMy WebLinkAbout12-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
Qr:('np':Cpp~r~ (l;8HERITANCE TAX
";-:li,P~W~,E'M~ii;,'~A-~I,:.OWANCE OR DISALLOWANCE
1tE\..:itljP!:lil:lT!~J>NSJ:~t!o ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
REV-154B EX AFP (06-05)
LAUREN E SCHMIDT
204 ST JAMES CT
MECHANICSBURG
2007 DEe -~5 PH 12: 32 ~~~iTE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
CLERK OF
ORF)I 'A.' "C, r'r)1 JRT
' I:,f-l,!\~ 'J :,)1" i, i
CLi',F' -, '" D, 'A
t .11\' 1M
12-03-2007
SCHMIDT
08-27-2007
21 07-0821
CUMBERLAND
209-36-1379
07142795
APPEAL DATE: 02-01-2008
(See reverse side under Objections)
Amount Remitted I j
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
KENNETH
M
PA 17050
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY=is4S-EX-AFP-coi=os5----------------------______________________________________________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 12-03-2007
ESTATE OF SCHMIDT
KENNETH
M DATE OF DEATH 08-27-2007
COUNTY
CUMBERLAND
FILE NO. 21 07-0821
TAX RETURN WAS:
S.S/D.C. NO. 209-36-1379
(X) ACCEPTED AS FILED () CHANGED
JOINT OR TRUST ASSET INFORMATION
ACN
07142795
FINANCIAL INSTITUTION: PSECU
ACCOUNT NO.
0169742061-S50
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS () CHECKING ()TRUST OC )TIME CERTIFICATE
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
.45
14.85
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."
X
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-24-2007 CD008854 .74 14.85
TOTAL TAX CREDIT 15.59
BALANCE OF TAX DUE .74CR
INTEREST AND PEN. .00
TOTAL DUE .74CR
* 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.