HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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°AP'-l~~,E~,~l~?P'~ ~CLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES - ~ ± •~.~._
INHERITANCE TAX DIVISION ~.t. ~~,.±, fDU~„T,~~Q~IS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ' i'-~-~~`~%? ~~ ~/;~ ~ > _.,. .
HARRISBURG PA 17128-0601
~~~~~~~ ~7 ~ ~; ~(~ DATE 05-10-2010
ESTATE OF SCHEUREN PETER J
DATE OF DEATH 04-01-209
~~`~~ ~`}~ FILE NUMBER 21 09-033
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~~~~-~; Fr'~1 ; ~.".~ P~ COUNTY CUMBERL~-ND
MARLIN R MCCALEB ~~~~~~~~- Lf'.~~ a ~.',_~ , ACN 101
219 E MAIN ST APPEAL DATE: q7-09-2010
P O BOX 2 3 0 (See reverse side under Objections )
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS'
1 COURTHOUSE SQUARE
CARLISLE PA 1703
CUT-ALONG THIS LINE----- ~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- ~ --- --------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TA~hC
ESTATE OF: SCHEUREN PETER JFILE N0.:21 09-0333 ACN: lql DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0. O1
1 . Real Estate (Schedule A) (1) 205, 000. 0'0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0'0 credit to your account,
0'0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0'0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 69,807.21
6. Jointly Owned Property (Schedule F) (6) .0'0
7. Transfers (Schedule G) C7) 276,977.58
8. Total Assets C8) 551 , 784.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 3 2. 812.8 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2, 6 28.5 3
11. Total Deductions C11) 35,441.37
12. Net Value of Tax Return C12) 516, 343.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 516,343.42
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
TAX CREDITS:
c15) .00 X 00 ~_ .00
c16) 239.365.84 X 045 = 10,771.46
c17) 276.977.58 x 12 = 33,237.31
c18) • 00 X 15 = . 00
c19)= 44,008.77
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-26-2009 CD011408 2,105.26 40,000.0
12-08-2009 CD012078 .00 1,782.83
03-12-2010 CD012453 .92- 121.6p
05-03-2010 SBADJUST .00 .0'1
TOTAL TAX PAYMENT 44,008.77
BALANCE OF TAX UE .00
INTEREST AND PE~V. .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.