HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMEMT,'AtLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280661
HARRISBURG PA 17128-6661 REV-1547 EX AFP C06-05)
DATE 09-29-2008
-""' `'`~' -~~ ~"''T? '~; j2ESTATE OF SCHERDEN EDWARD J
DATE OF DEATH 10-09-2007
'1 -! < FILE NUMBER 21 07-0951
C - COUNTY CUMBERLAND
LIAVID H STONE ESQ '~', "' '' ~~_ ACN 101
STONE ETAL ~~~ APPEAL DATE: 11-28-2008
4i 14 B R I D G E S T ( See reverse side under Objections )
MEW CUMBERLAND PA 17070 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS E-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHERDEN EDWARD J FILE N0. 21 07-0951 ACN 101 DATE 09-29-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 133,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 154,8 30.24 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) 4 2,779.97
6. Jointly Owned Property (Schedule F) (6) 3,726.00
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 334,336.21
APPROVED DEDUCTIONS AND EXEMPTIONS: 29,335.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 29.335.92
12. Net Value of Tax Return (12) 305, 000.29
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 305, 000.29
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.
ASSESSNENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 305, 000 .29 X 045 = 13, 725.01
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19). 13,725.01
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-07••2008 CD009144
009994 / 631.58
00 12,000.00
093
43
1
07-08••2008 CD . .
,
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,725.01
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
n Drcnun cCC DCVCDCC CTT1C nF TNT( CnRM CnR TMCTRIICTTnNC 1