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~`~~ +~.~~"~?,~~i,'~~~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~; ; ~ ~~sA~LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 0~ DEDUCTIO AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128- 0601 ~~ ~ ~ ~~~ ~ A ~~ ~ ~ ' o
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HAMILTON C DAVIS
ZULLINGER DAVIS
20 E BURD ST STE 6
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-05-2010
ESTATE OF SCHLICHTER C G
DATE OF DEATH 05-11-2009
FILE NUMBER 21 09-0464
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-04-2010
(See reverse side under Objections )
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHLICHTER C GFILE N0.:21 09-0464 ACN: 101 _______________
OR
DATE: 04-05-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 257, 791.63
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets C8) 257 , 791.63
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11,6 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10L 3.633.33
11. Total Deductions C11) 26, 944.99
12. Net Value of Tax Return C12) 230,846.64
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 230,846.64
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) __ 230 .846.64 x 045 = 10, 388.10
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 10,388.10
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-31-2009 CD011560 519.41 10,000.00
TOTAL TAX PAYMENT 10,519.41
BALANCE OF TAX DUE 131.31CR
INTEREST AND PEN. .00
TOTAL DUE 131.31CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ,~