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NOTICE OF INHERITANCE TAX
~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES 1 ('~/~n rn ^+,,r~-~
INHERITANCE TAX DIVISION 1?(_l.lD~~'77~~k1'C~~~Q AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
PO BOX 280601 [[]~CG(~~- ~-;-r--s //~~ ,f
HARRISBURG PA 1 7128-060 1 i ii..~,,1°:V {'~ ~ l~,~- t7~~J
?~ 1? J~;~ f 2 ~~ P ~ ~ ;~ 3
MICHAEL A SCHERER ESiL~p~~,~'A'~~,4 L~~T
BARK SCHERER L7CFilJyY[} (,'(~,~ PA
19 W SOUTH ST
CARLISLE PA 17013-3445
DATE 06-05-2012
ESTATE OF CLELAND JOAN H
DATE OF DEATH 03-30-2011
FILE NUMBER 21 11-0440
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-04-2012
(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~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: CLELAND JOAN HFILE N0.:21 11-0440 ACN: 101 DATE: 06-05-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C1) 153,591.29
C2) 31,657.00
c3) .00
C4) .00
C5) 628,329.76
C6) .00
C7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
CB) 813,578.05
c9) S~. 7. 0
clo) 3.284.12
11. Total Deductions C11) 55,541.62
12. Net Value of Tax Return C12) 758,036.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 758,036.43
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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7r,8. 036.43 X 045 = 34, 111.64
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 34, 111 .64
TAX CREDITS:
rhrricr~i rct~,tiri UiSCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-17-2011 CD014598 1,550.05 29,451.00
12-30-2011 CD015407 .00 3,188.09
TOTAL TAX PAYMENT 34,189.14 _
BALANCE OF TAX DUE 77.50CR
INTEREST AND PEN. .00
TOTAL DUE 77.50CR
* 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.