HomeMy WebLinkAbout11-30-09NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APP rA E{I~N~r`~E~ L,.Q,WANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIYISION ~R~~~~i.•7UN~ S4ND ASSESSMENT OF TAX REV-1547 EX AFP (10-09)
PO BOX 280601 ~~~{`r- n ; ~~,r14 I C; ,
HARRISBURG PA 17128-0601 { j,~,l'a b"• ~ i~ 'J: >'~ ~-~
ZOa9 NOY 30 PM 12~ 39 DATE 11-23-2009
ESTATE OF SCHUCKER FRANCES M
DATE OF DEATH 01-27-2009
C~.ERK 0~ FILE NUMBER 21 09-0119
CYNTHIA S HUBLER Q~P~ ~ ~iO~RT COUNTY CUMBERLAND
618 GRANDVIEW AVE CiUM~'"-~~~~'~~{~' r`~" PA. ACN APPEAL DATE: 01-22-2010
CAMP H I L L PA 17011 (See reverse side under Objections)
A~ount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS ~--~
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REV-1547 EX AFP C10-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHUCKER FRANCES MFILE N0.:21 09-0119 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .QO credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 175,576.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B) 314,076.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 1 7,511.88
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,091.39
(11) 19, 603.27
11. Total Deductions
12. Net Value of Tax Return (12) 294,473.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 294.473.38
NOTE: If an assesssent was issued previously,
reflect figures that include the total
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
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
04-17-2009 CD011125 552.63
06-05-2009 CD011330 .00
C15) .00 X 00 - . DO
(16) 99G .473 _ 3R x 045 = 13, 251 .30
(ln . nn x 12 = .00
clB) .00 x 15 = .00
(19)= 13,251.30
AMOUNT PAID
10,500.00
2,198.67
TOTAL TAX PAYMENT 13,251.30
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.