HomeMy WebLinkAbout09-12-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SHAWN D MEYERS
STEIGER ETAL
120 N MAIN ST
MERCERSBURG
COMMONWEALTH OF PENNSYLVANIA
„~_~ ~-r-, , r;1~~SP~TMENT OF REVENUE
t; ~- ~ ~ ~ ~O,TI~CE OF INHERITANCE TAX
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OF DEDUCTIONS AND ASSESSMENT OF TAX
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PA 17236
REV-1547 EX AFP C06-05)
DATE 09-09-2008
ESTATE OF SCARFORD FRANKALEN J
DATE OF DEATH 02-03-2007
FILE NUMBER 21 07-0266
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-08-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF SCARFORD FRANKALEN J FILE N0. 21 07-0266 ACN 101 DATE 09-09-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 67 , 369.74
c6) .00
c7) .00
~$) 67, 369.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
9;,289.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
clo) 214.784.43
(11) - ?24 .074.7 9
clz) 156,704.45-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (ly) 156,704.45-
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 I15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 045 _ .00
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due 0 0
TAY /`D CTTTC. (19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. L,.,
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DIE)
A REFUND. SEE REVERSE SIDE OF TNiS FORM Fnc TMCTDIIf TTnuc ,