HomeMy WebLinkAbout03-05-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
MICHAEL A SCHERER
19 W SOUTH ST
CARLISLE
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~.s-:, ~_
NOTICE OF INHERITANCE TAX pennsylvania ~'~~ ~
APPRA T~r.~~,b• OR DISALLOWANCE DEPARTMENT OF REVENUE
OF ~~~~ r~^D ''°'~SESSMENT OF TAX REV-1547 EX AFP clz-11>
.,~
i' 02-28-2012
~~ ~ ~ ~~"~~' _ 5 ~~ ~~' ESTATE OF MCCORD GAI L R
DATE OF DEATH 12-09-2010
C~~R}~ (~~ FILE NUMBER 21 10-1225
Q~F(-{+'-~~4 ~(~j~T COUNTY CUMBERLAND
ESQ C~~~+~~j~~i_~LIi 1 {,i~ , pA ACN 101
APPEAL DATE: 04-28-2012
P A 17 013 - 34 4 5 (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 ~' _
E _______________
OR
REV-1547 EX AFP (12-11~
R
R
N ASSESSMENTAOFOTAXC
DEDUCTIONS AND
OF
DISALLOWANCE
GAIL RFILE N0.:21 10-1225 ACN: 101 DATE: 02-28-2012
ESTATE OF: MCCORD
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
NOTE: To ensure proper
1. Real Estate (Schedule A) C1) - .~~ credit to your account,
2. Stocks and Bonds (Schedule B)
(2) -
submit the upper portion
Closely Held Stock/Partnership Interest (Schedule C)
3 (3) 0 0 tm with your
t
. (4) - . paymen
tax
4. Mortgages/Notes Receivable (Schedule D) 4,35 5.69
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) _
(5) ,00
6. Jointly Owned Property (Schedule F) C6)
.00
7. Transfers (Schedule G) C7)
69
355
4
CS) .
,
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Gosts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c9) 2 , 355.6g
clo) 6.664.79
9,020.47
cll)
4,664.78-
cl2)
(13) .00
c14) 4,664.78-
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously,
reflect figures that include the total
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
lines 14, 15
of ALL return
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
and/or 16, 17, 18 and 19 will
s assessed to date.
cls) .00 X
(16) -00 X
C17) .00 X
cls) • 00 X
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = .00
c19)= . 00
TOTAL TAX PAYMENT .00
BALANCE OF TAX 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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS.