HomeMy WebLinkAbout08-31-11.. ~~ NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDjf~pL tc,XES 'AP~RAISEMENT, ALLOWANCE OR DISALLOI~VANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~- ~~ '_jDF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601 _ ~ - '
HARRISBURG PA 17128-0601
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STEPHEN Cl,`p.~CdR-ANIN' ESQ r.,
PO BOX 845
508 N 21ND ST
HARRISBURG PA 17108-0845
DATE 08-22-2011
ESTATE OF SCHEER WILMA J
DATE OF DEATH 11-22-2009
FILE NUMBER 21 09-1202
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHCiUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~"') RETAIN LOWER PORTION_ FOR YOUR RI_EC_O_R_D_S___~__________
T, ALLOWANCE OR
REV-1547 EX AFP C12-lO~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSM
ENT OF TAX
ESTATE OF: SCHEER WILMA JFILE N0.:21 09-1202 ACN: 101 DATE: nR-~~-~nI)
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) (;HANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. 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)
~1) 1,D20,000.00
c2) 2, 215.82
c3) .00
c4) .00
~5) 92,416.33
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c8) 1.114,632.15
[9) 164.602.91
clo) .00
11. Total Deductions C11) 164,602.91
12. Net Value of Tax Return ~12J 950,029.24
13. Charitable/Governmental Bequ ests; Non-elected 9113 Tr usts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (14) 950,029.24
NOTE: If an assessment was issued previously, li nes 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) 332,510.23 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 617.~i19.n1 X 045 = 27,788.36
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= 27,788.36
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-04-2010 CD013160 .00 34,000.00
TOTAL TI'~X PAYMENT 34,000.00
BALANCE OF TAX DUE 6,211.64CR
INTEREST AND PEN. .00
TOTAL DUE 6,211.64CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE DUE
FDR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.