HomeMy WebLinkAbout09-28-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r-~~^.r•-.'~. "' ;---NOTICE OF INHERITANCE TAX
A~PRAISEhIENT, ALLOWANCE OR DISALLOWANCE
DF~DEDUCTIONS AND ASSESSMENT OF TAX
209 SEP 2$ ~~~ ~~ 48
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~~ F~~~t; f.;,-.
+-;~ ~~ ~~~~~ l IR
MICHAEL A SCHERER,Q~' I` ~'~~
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 27.313.57
c6) .00
cn .00
ce) 27,313.57
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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PRITCHARD WILLIAM T FILE N0. 21 08-0808 ACN 101 DATE 09-21-2009
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 8,313.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9,330.05
11. Total Deductions
(11)
17.643.7F:
12. Net Value of Tax Return (12) 9,669.82
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 9,669.82
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY f D~TTTf•.
DATE 09-21-2009
ESTATE OF PRITCHARD WILLIAM T
DATE OF DEATH 07-17-2008
FILE NUMBER 21 08-0808
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
(15)
.00 x
c16) 9,669.82 X
C17) • 00 X
C18) . 00 X
00 _ .00
045_ 435.14
12 _ .00
15 _ .00
C19)
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-16-2009 (0011116 .00 435.14
REY-1547 EX AFP (01-09)
_ 435.14
TOTAL TAX CREDIT 435.14
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.)