HomeMy WebLinkAbout11-23-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`.~NQ7ICt= OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRA'ISEMENT, ALLOWANCE OR DISALLOWANCE ~"
INHERITANCE TAX DIVISION OF DQDUCTIONS AND ASSESSMENT OF TAX
~0 BOX 280601 ~ - - "' ~~-
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
`L'~~~ ~~~ 23 k~~"~ ~,; ~ $ DATE 11-16-2009
ESTATE OF SCHMIEDING WILLIAM R
,,, ~ ~ ,, .. DATE OF DEATH 09-11-2008
~-' ~' " ~ FILE NUMBER 21 08-1134
~~~~~`~` ° ' ~` ~~ Q COUNTY CUMBERLAND
J RONALDO LEGASPI E~'k~ ' ~ ~' ACN 101
GOLDBERG KATZMAN APPEAL DATE: 01-15-2010
P o BOX 12 6 8 (See reverse side under Objections
HBG PA 17108 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 ~
------------------------ ------------------------------------------------------------
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHMIEDING WILLIAM R FILE N0. 21 08-1134 ACN 101 DATE 11-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 2,712.76
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets fig) 72, 712.76
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,875.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.0 34.00
11. Total Deductions (11) 7 9.909. ~,1
12. Net Value of Tax Return C12) 52,803.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
c14) 52,803.25
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
c15) 26,401.63 X
c16) 26,401.63 X
c17) • 00 x
cls) • 00 X
00 _ .00
045= 1,188.07
12 _ .00
15 _ .00
clv= 1,188.07
IA1C I.KtL11J'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMDUNT PAID
INTEREST IS CHARGED THROUGH 12-01-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 1,188.07
INTEREST AND PEN. 28.16
TOTAL DUE 1,216.23
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS RE9UIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE LS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU '` ~
n orrnun ccr 17CVFRCF SInF OF THIS FORM FOR INSTRUCTIONS.)