HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
',NOTICE OF INHERITANCE TAX
APPRAISE~IENT, ALLOWANCE OR DISALLOWANCE
'... ..'OF.DEDUCTIONS AND ASSESSMENT OF TAX
~i~Cfl'\ iJC
OAGr-1F,~ ~~ , ~,OtiJRT
WM D SCHRACK III Ci`~~~r,-~., 5 ''i'~ ~~
SCHRACK 8, LINSENBACH LA
PO BOX 310
DILLSBURG PA 17019-0310
cl) .00
cz) .00
c3) .00
c4) .00
c5) 36,710.64
c6) 109,481.61
c7) .00
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHRACK RAE W FILE N0. 21 08-0478 ACN 101 DATE 01-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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
REY-1547 EX AFP (12-OS)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 146, 192.25
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,808.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5,04 0.68
11 . Total Deductions C11) ) ~ • 848 • 97
127,343.28
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
127,343.28
14. Net Value of Estate Subject to Tax (14)
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:
•0 0 00 .00
15. Amount of Line 14 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 127,343.28 X 045 = 5,730.45
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due
rwv rornrrc. c19)= 5,730.45
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
07-11-2008 CD010047 286.52 5,500.00
OL-20-2009 REFUND .00 56.07-
TOTAL TAX CREDIT 5,730.45
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIJE .00
,~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ;il, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /\S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE O1~•27-2009
ESTATE OF SCHRACK RAE W
DATE OF DEATH 04-23-2008
FILE NUMBER 21 08-0478
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-28-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF NJILLS
CUMBERLAND OD COURT HOUSE
CARLISLE, PA 17013