HomeMy WebLinkAbout05-21-10NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,-~- ~ ~~ f ~ OF,:-b~~1,U~iTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION i ~i ,._ ..
PO BOX 280601 - `'~ ; :~~
HARRISBURG PA 17128-0601 , .,~j 1 . ._~~ ..., i '~ :'^
Z~1Q~AY~1 ~~12~Oy
JOHN R SCHREIB ~H~~v~~, ~E~~JPT
940 S HUMER ST ``~'` "`: ``''` ~ ~p.
ENOLA PA 17025
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 05-17-2010
ESTATE OF SCHREIBER SR JOHN R
DATE OF DEATH 04-07-2009
FILE NUMBER 21 09-0390
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ __RETAIN_LOWER_PORTION-FOR_YOUR_RECORDS_ ~ _^_________________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHREIBER SR JOHN RFILE NO.:21 09-0390 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C) SUPPLEMENTAL RETURN N0.
C1) 119, 900.00
C2) .0 Q
.0 0
C3) O1
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
4.
5.
6.
7. Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule
Jointly Owned Property (Schedule F)
Transfers (Schedule G) (4)
E) C5)
(6)
(7) .0 0
10:660.00
.0 0
19,462.00 tax payment.
C8) 150,022.00
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 5+38 7.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38,995.00
C11) 64,382.00
11. Total Deductions 85, 640.00
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
x
t t
T
b
t
S (14) 85,640.00_
14. o
a
jec
e
u
Net Value of Esta
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 .
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) , 8.640.00 X 045 = 3,854.00
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)~ 3,854.00
TAY ~`D CTITTC .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-29-2009 CD012171 .00 4,160.00
TOTAL TAX PAYMENT 4,160.00
BALANCE OF TAX DUE 306.000R
INTEREST AND PEN. .00
TOTAL DUE 306.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D~v~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
•
~ ~ enns lvan~a
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE
EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
John R. Schreiber 2109-0390
REVIEWED BY ACN
Destiny S.R. Brown 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted supplemental return as filed.
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