HomeMy WebLinkAbout07-09-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `` ~'°r~~'~~~~+J` ALLOWANCE OR DISALLOWANCE
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INHERITANCE TAX DIVISION •.•.~~~~-,I~EDl~6~T~ONS AND ASSESSMENT OF TAX
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PO BOX 280601 ~ ~ ~~ ~ -
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HARRISBURG PA 17128-0601
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JONATHAN M SCHMERt~~~?~.,+A'~x`.~~ +~`~ ,
625 LIBERTY AVE
PGH PA 15222-3152
(1) 205,500.00
C2) 922.20
(3) .00
(4) .00
(5) 5, 510.27
(6) 33, 711.22
(7) 104, 35b . Ob
CUT ALONG THIS LINE --~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- E~ -----
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: RUSSELL RICHARD VFILE N0.:21 09-0737 ACN: 101 DATE: 07-05-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED ( ) CHANGED
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)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP <12-09)
NOTE: To ensure proper
credit to your account,
submit the: upper portion
of this form with your
tax payment.
(s) 349L999.75
(9) 52,244.39
(lo) 335.01
C11) 52,579.40
11. Total Deductions C12) 297,420.35
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14 of Estate Subject to Tax
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N (14) 297,420.35
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e
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 297 .420.35 X 045 = 13, 383.92
17. Amount of Line 14 at Sibling rate (17) _ 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 (19)= 13,383.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-30-2009 CD011819 421.05 8,000.00
04-05-2010 CD012583 .00 4,962.87
DATE 07-05-2010
ESTATE OF RUSSELL RICHARD V
DATE OF DEATH 07-09-2009
FILE NUMBER 21 09-0737
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 13,383.92
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRl1CTI0NS.
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