HomeMy WebLinkAbout04-27-11 (2)BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL L
429 S 18TH
CAMP HILL
rr ~~-; '~ ~ E~IOTICE OF INHERITANCE TAX Pennsylvania ~
IkPP~'}4 ~~MENT, ALLOWANCE OR DISALLOWANCE
TAX~S ~. DEPARTMENT OF REVENUE
i _~ .. d~F.-I1£DUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP clz-lo>
~" n~"`t `~ ~ ~` DATE 04-18-2011
ESTATE OF SCOULER JAMES F
V~--~`~'t n~ DATE OF DEATH 06-05-2010
FILE NUMBER 21 10-0688
Ci i '" ` `'.-' ' ~%~, i'/~. COUNTY CUMBERLAND
BANGS ACN 101
ST APPEAL DATE: 06-17-2011
PA 17011 (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 F-
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCOULER JAMES FFILE N0.:21 10-0688 ACN: 101 DATE: n4-tR-~nII
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To en
2.
Stocks and Bonds (Schedule B)
(2)
,00 sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 317, 061 .48
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 92, 149.85
s. Total Assets (8) _ _ 409 , 211.33
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 8.776.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)__ 2.297.67
11. Total Deductions C11) 11 , 074.63
12. Net Value of Tax Return (12) 398, 136.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 398, 136.70
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-)
08-26-2010 CD013273 842.11
02-OS-2011 CD013994 .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C15) .00 X
(16) 3 98.13~.7~ X
(17) ~~0 X
(ls) .00 X
AMOUNT PAID
00 = .00
045 = 17,916.15
12 = .00
15 - .00
(19)= 17,916.15
16,000.00
1,074.04
TOTAL TAX PAYMENT 17,916.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 l
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. i