HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES --~;r'( !~'~'t-~ r''~~E~OF INHERITANCE TAX
INHERITANCE TAX DIVISION 'A AI~fIIS~M ~,.,.bLLOWANCE OR DISALLOWANCE
PO BOX 280601 ; ~~~),~A~DU~~~t DNS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 tt REY-1547 EX AFP C06-05)
2~0$.~UL"~ P~ ~~ Q~ DATE 06-23-2008
ESTATE OF SCHNEIDER KATHRYN G
DATE OF DEATH 08-04-2007
~~~K M~tt~r FILE NUMBER 21 07-0781
r~~~'~ ~t COUNTY CUMBERLAND
JENNIFER B HIPP 4~~~ ~..~, ACN 101
BOGAR ETAL APPEAL DATE: 08-22-2008
l W MA I N S T (See reverse side under Objections )
SHIREMANSTOWN PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~--~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHNEIDER KATHRYN G FILE N0. 21 07-0781 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 128,300.0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 112,998.60
6. Jointly Owned Property (Schedule F) (6)_ 14,384.19
7. Transfers (Schedule G) (7) 396,680.47
8. Total Assets (g) 652, 363.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 39,966.49
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,538.25
11. Total Deductions (11) 41 .504.74
12. Net Value of Tax Return (12) 610,858.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 297,510.35
14. Net Value of Estate Subject to Tax (14) 313,348.17
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
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
rex rornTrc.
cl6) .00 X 045 _ .00
(17) 199, 793.87 X 12 _ 23, 975.26
(1B) 113,554.30 X 15 _ 17,033.15
(19)= 41,008.41
PAY NT
DATE R CEIPT
NUMBER SCO N (+
INTEREST/PEN PAID (-)
AMOUNT PAID
11-02-2007 CD008902 1,701.30 32,324.66
04-17-2008 CD009581 .00 6,982.45
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 41,008.41
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)