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NOTICE OF INHERITANCE TAX pennsy vania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
i L V a i - r
DATE 12-24-2012
ESTATE OF SCHUMACHER HAROLD R
ri n 7~ r- L'j DATE OF DEATH 12-30-2011
FILE NUMBER 21 12-0062
s COUNTY CUMBERLAND
JENNIFER B HIPP C4' LEE R G, , ACN 101
1 W MAIN ST nF)` f"r11 r% Tr APPEAL DATE: 02-22-2013
(See reverse side under Objections)
SHIREMANSTOW
v M ~ - 63,2 7
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUTALONG _THIS _LINE RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~
REV_-1547 EX AFP (12:12)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHUMACHER HAROLD RFILE NO.:21 12-0062 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 370,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
. submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 392, 303.35
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 577,811.50
8. Total Assets (8) 1,340,114.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 318.7 7 9.31
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 318,779.31
12. Net Value of Tax Return (12) 1,021,335.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00.
14. Net Value of Estate Subject to Tax C14) 1,021,335.54
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 (15) .0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,021,335,54 x 045 = 45, 960.10
1 7 . Amount of Line 14 at Sibling rate (17) 0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 45,960.10
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-29-2012 CDO15757 2,298.01 61,793.11
TOTAL TAX PAYMENT 64,091.12
BALANCE OF TAX DUE 18,131.02CR
INTEREST AND PEN. .00
I TOTAL DUE 18,131.02CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. '