HomeMy WebLinkAbout09-03-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APRRA.ISEMfNT, ALLOWANCE OR DISALLOWANCE
OF`DEDUCTIONS AND ASSESSMENT OF TAX
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JAMES R SCHNEIDER
6609 LINCOLN AVE
WINDSOR HEIGHTS IA 50324
C1) .00
C2) 39,911.98
c3) .00
c4) .00
C5) 7,56b.44
c6) .00
C7) 21 , 508.00
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS 4--
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REV-1547 EX AFP C12-09~ NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHNEIDER HELEN MFILE N0.:21 10-0312 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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. DebtslMortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) _ 68 , 986.42
C9) 11 , 748.89
Clo) .00
11. Total Deductions C11) 11,748.89
12. Net Value of Tax Return C12) _ 57,237.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 57,237.53
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S7 . ~7 _ ~~ x 045 = 2, 575.69
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 ~_ .0 0
19. Principal Tax Due C19)~= 2,575.69
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-08-2010 CD012902 128.74 2,446.00
08-23-2010 SBADJUST .00 .95
TOTAL TAX PAYMENT 2,575.69
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
DATE 08-30-2010
ESTATE OF SCHNEIDER HELEN M
DATE OF DEATH 03-08-2010
FILE NUMBER 21 10-0312
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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