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NOTICE OF -INHERITANCE TAX pet111rJJ/~Vat11a ` ~
AppR#x~~E'NTr~;`'~~~ 1`,NCE OR DISALLOWANCE DEPARTMENT OF REVENUE t~
BUREAU OF INDIVIDUAL TAXES }
INHERITANCE TAX DIVISION OF : DE~ll~~IO,NS;~~N:fl ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~'`,`W L,ii,, `. :, .i s ~~`i , ~.. 1
HARRISBURG PA 17128-0601
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ESTATE OF SCHARDING ROBERT M
DATE OF DEATH 09-28-2009
GI.Ei~~~'- FILE NUMBER 21 09-0929
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(}RPHAI`~ ~ ~-'''~ ~~ !~`` COUNTY CUMBERLAND
CRAIG A DIEHL ESQ ~;~~,;~, ,:_.~ ,i..! .~~~-~ ACN 101
3464 TRINDLE RD APPEAL DATE: 12-31-2010
CAMP H I L L P A 17 011- 4 4 3 6 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~-~ --RETAIN-LOWER-PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHARDING ROBERT MFILE N0.:21 09-0929 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate tSchedule 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)
cl) .00
(2) 64 , 153.61
(3) .00
(4) .00
c5) 41 , 512.49
(6) 2,581 .86
t7) 804, 191.87
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) 912 439.83
c9) 34 , 454.80
(lo) 7,792.56
(11) 42,247.36
11. Total Deductions 870, 192.47
12. Net Value of Tax Return C12) 0 0
5 0 0
1
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .
,
14. Net Value of Estate Subject to Tax (14) 868, b92.47
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`DCTITTC.
c15) .00 x 00 = .00
(16) 868 , 697.47 x 045 = 39, 091.16
cln . n0 x 12 - . 00
c18) .00 x 15 = .00
(19)= 39, 091.16
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-22-2009 CD012134 1,894.74 36,000.00
08-19-2010 CD013240 .00 1,19b.42
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-20-2010
TOTAL TAX PAYMENT 39,041.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 6.84
TOTAL DUE 6.84
* 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 INSTRUCTIONS.