HomeMy WebLinkAbout08-27-10_ ~, NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '. APP#t~cI(SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL SCHERER ESQ
19 W SOUTH ST
CARLISLE PA 17013
C1) 159, 099.07
c2) 16 , 428 .58
c3) .00
c4) .00
c5) 96, 688 .83
c6) .00
c7) .00
CUT ALONG THIS LINE _ -°-) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~- _ _______________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHOEMAKER KATHRYN TFILE N0.:21 09-0909 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
Z. 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)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
;.
pennsylvan~a ~ ~
DEPARTMENT OF REVENUE
REV-1547 FCC AFP (12-09)
NDTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 272 , 216.48
c9) 32 , 535.19
clo) 4, 106.86
11. Total Deductions X11) 36, 642.05
X12) 235,574.42
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 2 3,5 5 7.4 4
14 t Value of Estate Subject to Tax
N (14) 212, 016.98
. e
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 21 2 , O 1 b . 98 x 045 = 9, 540.76
17. Amount of Line 14 at Sibling rate (17) .OD X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 9,540.76
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMDUNT PAID
12-11-2009 CD012097 477.04 10,000.00
TOTAL TAX PAYMENT 10,477.04
BALANCE OF TAX DUE 936.28CR
INTEREST AND PEN. .00
TOTAL DUE 936.28CR
* 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.
DATE 08-23-2010
ESTATE OF SHOEMAKER KATHRYN T
DATE OF DEATH 09-11-2009
FILE NUMBER 21 09-0909
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-22-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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