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NOTICE OF INHERITANCE TAX ~ r~.x~ +
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BUREAU OF INDIVIDUAL TAXES A ~~J~l~$EM-ENT, ~f~L;t~,AWANCE OR DISALLOWANCE "
~;' ~ ~' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEb.UCTIO `' ND ASSESSMENT OF TAX
PO BOX 280601 _ r' :'~ REV-1547 EX AFP C12-10)
HARRISBURG PA 17128-0601 ' ';_ - -. .
MICHAEL SCHERER ESQ
19 W SOUTH ST
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DATE 01-25-2011
ESTATE OF SHUGHART PAUL H
DATE OF DEATH 06-29-2010
FILE NUMBER 21 10-0693
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-26-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS E-~
REV-15 _
_
_
47 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SHUGHART PAUL HFILE N0.:21 10-0693 ACN: 101 DATE: 01-25-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 74,405
65
2.
Stocks and Bonds (Schedule B) . NOTE: To ensure proper
3. C2)
Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
.0 0 credit to your account,
submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
0 0 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
37, 022.19 tax payment.
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G)
C7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: C8) 111 427.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 14
10. C9)
Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 9
.0 0
11. Total Deductions
12 •
Net Value of Tax Return C11) 14,695.52
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule
J)
13)
9 6,
732.32
14.
Net Value of Estate Subject to Tax C .00
C14) 96 732.32
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
,
,
reflect figures that include the total of ALL
t
o and 19 will
ASSESSM re
urns
ENT OF TAX• assessed to d t
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:
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C15) .00 x 00 = .00
C16) 96 .737.37 x 045 = 4, 352.95
C17) _ nn x 12 = . 00
C18) .00 X 15 = .00
C19)= 4,352.95
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.