HomeMy WebLinkAbout05-20-11NOTIFY OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES APPRAISEMEN'T;" ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDU',CTTONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
WM D SCHRACK III`ESQ z
124 W HARRISBURG ST
DILLSBURG PA 17019-1268
Pennsylvania'
DEPARTMENT OF REVENUE ,
REY-1547 EX AFP (12-10)
DATE 05-16-2011
ESTATE OF SOWERBROWER ROBERT E
DATE OF DEATH 06-26-2010
FILE NUMBER 21 10-0686
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-15-2011
(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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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SOWERBROWER ROBERT EFILE N0.:21 10-0686 ACN: 101
OR
DATE: 05-16-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,485.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 65,743.15
8. Total Assets (8) 73 , 528.51
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) ]0,4 74.74
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 7,88 7.33
11. Total Deductions (11) 18,362.07
12. Net Value of Tax Return (12) 55, 166.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 55, 166.44
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 (15) .UO X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) rir,.166.44 x 045 = 2,482.49
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .U 0 X 15 - .00
19. Principal Tax Due (19)= 2,482.49
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
09-22-2010 CD013406 105.26 2,000.00
03-17-2011 CD014148 .00 377.23
TOTAL TAX PAYMENT 2,482.49
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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. *~