HomeMy WebLinkAbout04-13-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL A SCHERER
OBRIEN ETAL
19 WEST SOUTH ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,Nq.T1GE r4F-IIx~RfHER'.ITANCE TAX
APRI2AIS~ME~f~T~ .AL•LbWANCE OR DISALLOWANCE
OF DEDUCTIQNS.AKIf'./FSSESSMENT OF TAX
ti _ ~Ir i~_,.._.
~i--- `~ ~~ ' " REV-1547 EX AFP (01-09)
20Qg ~p~ 13 AM i~~~ 04-13-2009
ESTATE OF AUST JR ROBERT A
DATE OF DEATH 08-05-2007
C~G~f'~ ~~~~ ILE NUMBER 21 07-0749
Q~~; ~`li\ ~~ ~~-%~~l"~,UNTY CUMBERLAND
E S D (,,~, i , _ _ ` ~ ~ ~ ~- /f'~i 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 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 AUST JR ROBERT A FILE N0. 21 07-0749 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C 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) (1) 18 9,88 9.80 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) ~2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5) 17 7,346.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
B. Total Assets fig) 367,236.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 18,020.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.140.98
11. Total Deductions X11) 22.161 _49
345, 074.57
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts tSchedule J) (13)
345,074.57
14. Net Value of Estate Subject to Tax C14)
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 345,074.57 X 045= 15,528.35
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at CollaterallClass B rate (18) .00 X 1 5 = .00
19. Principal Tax Due
~~rrn_ cly)= 15,528.36
~~ PAM NT~
DATE REC IP
NUMBER DISCOUN (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-11-2007 CD008802 526.32 10,000.00
10-12-2007 CD008803 210.53 4,OOD.00
11-21-2008 CD010548 30.39- 862.00
TOTAL TAX CREDIT 15,568.46
BALANCE OF TAX DUE 40.lOCR
INTEREST AND PEN. .00
TOTAL DUE 40.lOCR 1~
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 3
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEI/~1
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V