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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA I]128-0601
~pg NOTICE OF INHERITANCE 7AX
~ifXl' FNTs"~ WANCE OR DISALLOWANCE
p~'„1~E lf~~Y~~,I~AND ASSESSMENT OF TAX
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MICHAEL A SCHERE R Es~IJMBERLAtVU (~(},• F'l~
19 W SOUTH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-154] EX AFP (12-ill
DATE I]5-28-2012
ESTATE OF ]]ALY JOANNE W
DATE OF DEATH I78-25-2009
FILE NUMBER .tl 11-0751
COUNTY I:UMBERLAND
ACN 101
APPEAL DATE: 07-27-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER 01= WILLS
1 COURTHO U!iE SQUARE
CARLISLE 1'A 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: DALY JOANNE WFILE N0.:21 11-0751 ACN: 101 DATE: 05-28-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NDTE: To ensure proper
2. Stocks antl Bonds (Schetlule B) (2) ,QO cretlik to your account,
3. Closely Haltl Stock/Partnership Interest (Schedule C) (3) .00 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 (Schetlule E) (5) 43.681.62
6. Jointly Dwnetl Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 43.681.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schetlule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (107 .00
11. Total DedueTions (11) .00
12. Net Value of Tax Return (12) 43.681.62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Valua of Estate Subject to Tax (14) 43.681.62
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of LSne 14 at Spousal rate
16. Amount of LSne 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
(ls) 36,840.81 x 00 = .00
(lc) A.RC0.R7 x 045 = 307.84
(17) .nn X 12 = .00
ue) .00 x 15 = .00
a9)= 307.84
18. Amount of Lina 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-30-2011 CD015272 .20- 308.04
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-01-2011
TOTAL TA7; PAYMENT 307.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. 15.68
TOTAL DUE 15.68
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE'. OF THIS FORM FOR INSTRUCTIONS. {,~~~
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DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Joanne W. Daly
Destiny S.R. Brown
2111-0751
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Total on Schedule E was not correctly carried forward to recapitulation page.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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