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NOTICE OF INHERITANCE TAX pennsy van~a ~, ~
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BUREAU OF INDIVIDUAL TAXES APPR`~4~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ,
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INHERITANCE TAX DIVISION (~F DEDUCTIONS AND ASSESSMENT OF TAX REV-1.547 EX AFP (12-09)
PO BOX 280601 -
HARRISBURG PA 17128-0601
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MICHAEL A SCHERE -ESQ
19 W SOUTH ST
CARLISLE PA 17013
DATE 08-23-2010
ESTATE OF MICKEY GLENN H
DATE OF DEATH 11-28-2009
FILE NUMBER 21 09-1130
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
~ R_ETA_IN LOWER POR_TION_ FOR YOUR
CUT ALONG THIS LINE RECORDS ~ _ _______________
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MICKEY GLENN HFILE N0.:21 09-1130 ACN: 101 DATE: 08-23-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 137, 138.14 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 23, 062.04 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 tSchedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 109, 142.87
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 269 , 343.05
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10,9 51.7 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) $,9 9 6.3 7
11. Total Deductions tll) 19, 948.07
(12) 249, 394.98
12. Net value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 249,394.98
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
t 16) x 045 = 11 , 222.77
c17) _ on x 12 = . 00
c18) .00 X 15 = .00
c19)= 11,222.77
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-04-2010 CD012324 561.14 11,000.00
TOTAL TAX PAYMENT 11,561.14
BALANCE OF TAX DUE 338.37CR
INTEREST AND PEN. .00
TOTAL DUE 338.37CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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