HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r~~" ^- ~ ~1'bY3gE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ApPRA2SEM~NT,, ALLDWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ." :j , ~-OF ,I~~D~I,CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _. ,- •~ t. '
HARRISBURG PA 17126-0601 REV-1547 EX AFP (12-OS) `
2~~"~ .~~k~ ~~ P~ j~. ~~ ESTATE OF SCHMIDT009 KENNETH M
J~ ~~;~~ r~ DATE OF DEATH 08-27-2007
~Fi~~ ~~.;~ ~;~- ~ ~T FILE NUMBER 21 07-0821
-,, ~~ COUNTY CUMBERLAND
CHARLES E PETRIE C~,`e''-' - - ACN 101
3528 BRISBAN ST APPEAL DATE: 03-06-2009
HBG PA 17111 (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-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHMIDT KENNETH M FILE N0. 21 07-0821 ACN 101 DATE 01-05-2009
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)
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
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 119 , 392.82
C6) .00
C7) .00
Ig) 119,392.82
510.00
C9)
clo) • 00
C11) 510.00
c12) 118,882.82
12. Net Value of Tax Return
.00
13. Charitable/Governmental Bequests; Non-elected 9 113 Trusts (Schedule J) C13)
14. Net Value of Estate Subject to Tax C14) 118,882.82
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:
118,882.82 00 .00
15. Amount of Line 14 at Spousal rate (15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 15 = .00
19. Principal Tax Due C19)= .00
IMA YI~LLi,
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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