HomeMy WebLinkAbout07-23-10NOTICE OF INHERITANCE TAX
'~` ~ A~~1~-YSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -
INHERITANCE TAX DIVISION _, ~ , . •Qf DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' - --
HARRISBURG PA 17128-0601
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MARL I N R'~-~MGCAL~B ~ i
219 E MAIN ST
Po sox 230
MECHANICSBURG PA 17055
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 07-19-2010
ESTATE OF SCHEUREN PETER J
DATE OF DEATH 04-01-2009
FILE NUMBER 21 09-0333
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-17-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHEUREN PETER JFILE N0.:21 09-0333 ACN: 101 DATE: 07-19-2010
TAX RETURN WAS: (x) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2)
.0 0
credit to your account,
0 0 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) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 2 6.8 5
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 526.85
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 15.00
12. Net Value of Tax Return (12) 511.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 516,855.27
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 Cgllateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
c16) 239.877.69 x 045 = 10,794.49
(17) 276.977.58 x 12 = 33,237.31
(18) .00 x 15 = .00
c19)= 44, 031 .80
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS ~**
05-03-2010 2,105.26 .00
1.20- 41,927.77
TOTAL TAX PAYMENT 44,031.83
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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. ~ ~,