HomeMy WebLinkAbout02-20-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
`,,-,,..y,-.(~,~-r.,Np~~+C{ f0 "fNHERITANCE TAX
__ AF~hRA'~~I'S'EM~AT~`~A~~OWANCE OR DISALLOWANCE
`i ~.:aF";'D~DlJGTZ`~NS'AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
Z~Q9 ~~$ ~~ A~ „1 23 DATE 02-16-2009
ESTATE OF SCHRECKENGAUST SAMUEL
DATE OF DEATH 03-30-2008
~~.~:R~ ~~ FILE NUMBER 21 08-0450
OFPNE~~,~''S ~'~1~~~ COUNTY CUMBERLAND
DAVID M WATTS JR (;;~~~ r-,'_-, ~~ _y .-'0.. PA ACN 101
MCNEES ETAL APPEAL DATE: 04-17-2009
(See reverse side under Objections)
PO BOX 1166
HARRISBURG PA 17108-1166 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
A
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SCHRECKENGAUST SAMUEL A FILE N0. 21 08-0450 ACN 101 DATE 02-16-2009
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
C2) 00 credit to your account,
submit the upper portion
(3) 125.00
99 3, of this form with your
C4) .00 tax payment.
~5) 5, 000.00
c6) .00
~7) 1,906,879.31
fig) 2,905,004.31
APPROVED DEDUCTIONS AND EXEMPTIONS: 36,458.37
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 812.79
11. Total Deductions (11)
~7.?71.16
12. Net Value of Tax Return C12) 2,867,733.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) 37 6,234.95
2,491,498.20
14. Net Value of Estate Subject to Tax X14)
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:
385,928.30 00 .00
15. Amount of Line I4 at Spousal rate (15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2,105,569.90 X 045. 94,750.65
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
Principal Tax Due
19 cl9)= 94,750.65
.
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PAYMENT
DATE REC T
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-23-2008 CD009921 4,736.84 90,000.00
12-29-2008 CD010711 .00 13.81
TOTAL TAX CREDIT 94,750.65
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 81, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU. MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)