HomeMy WebLinkAbout12-18-09~, OF INHERITANCE TAX Pennsylvania ~
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BUREAU OF INDIVIDUAL TAXES ~1FyfrR/1~SE~NIE , ° LLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION {'~~;1~!!~~{~;-~~,'1~~.(~V$ AND ASSESSMENT OF TAX REV-1547 EX AFP C10-09)
PO BOX 280601
HARRISBURG PA 17128-0601
~U~9 ~~~ ~ $ A~ ~ ~ ~ 33 DATE 12-14-2009
ESTATE OF SCHUBERT CHARLES F
(J~~~~( ~~ DATE OF DEATH 11-08-2007
~pp~y'~ U(~~~~ FILE NUMBER 21 07-1175
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DAVID M WATTS JR E ACN 101
100 PINE STREET APPEAL DATE: 02-12-2010
PO BOX 1166 (See reverse side under Objections)
HARRISBURG PA 17108-1166 Anount Resitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT AL
----- ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS !~
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHUBERT CHARLES FFILE N0 .:21 07-1175 ACN: 101 DATE: 12-14-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0D NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,216.00 credit to your account,
OD 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) •DD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 89,54 2.48
6. Jointly Owned Property (Schedule F) C6) •D~
7. Transfers (Schedule G) (7) 1 , 233, 825.24
e. Total Assets (8) 1, 324, 583.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 39.960.48
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 676.8 6
11. Total Deductions C11) 40,637.34
12. Net Value of Tax Return C12) 1,283,946.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 1,283,946.38
NOTE: If an assess~ent 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 (15) 1,005,818.64 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 278.127 _ 74 x 045 = 12, 515.75
17. Amount of Line 14 at Sibling rate C17) _00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due (19)= 12,515.72
TAX CREDITS:
AMOUNT PAID
P DATE T -1 NUMBER I INTEREST/PEN PAID C-)
02-04-2008 CD009267 625.79 31,500.00
TOTAL TAX PAYMENT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
32,125.79
19,610.07CR
.00
19,610.07CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE n
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. °~~11y