HomeMy WebLinkAbout07-29-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMEN7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
LUTHER E MILSPAW JR
130 STATE ST
PO BOX 945
HBG PA 17101
~1) 169, 185.78
c2) 270,946.21
c3) .00
c4) .00
c5) 326,505.69
c6) .00
~7) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHMIDT ADELE EFILE N0.:21 10-1017 ACN: 101 DATE: 05-09-2011
TAX RETURN WAS: (X) 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. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 766 , 637.68
C9) 93.307.09
clo) 1 , 276.00
11. Total Deductions X11) 94,583.09
12. Net Value of Tax Return X12) 672, 054.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 672,054.59
14. Net Value of Estate Subject to Tax C14) .00
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 (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
DATE 05-09-2011
ESTATE OF SCHMIDT ADELE E
DATE OF DEATH 10-04-2010
FILE NUMBER 21 10-1017
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-08-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
* 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.
~. J