HomeMy WebLinkAbout05-29-12
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-0601
MICHAEL A SCHERER
19 W SOUTH ST
CARLISLE
AP({11'A+~C~~Nyi ~1/~~LCL~IVANCE TOR DISALLO
p~~~pUCT.310A~T~..~AND ASSESSMENT OF
ryp12~,AY 29 ~'~~ 31 2~ DATE
ESTATE OF
ESQ
APPEAL DATE: 07-27-
(See reverse side under Objections )
Anount Renittedl
MAKE REG STERA OFB WILLSD REMIT PAYMENT T0:
1 COURTHOUSE SQUARE
CARLISLE PA 17013
..~ ~^~' "'~ DATE OF DEATH 03-2
~yQHP~~'`) ~~iV~tT FILE NUMBER 21 11-0439
W~ER~L'~ PA ACNNTY lO1BERLAND
2012
PA 17013
---"---------'-
CUT ALON_6 THIS LINE _ __ "~ _RETAIN LOWER PORTION FOR YOUR RECURDS_ __ __ _
REV-1547 EX AFP C12-11~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMEN'fAOF TAXCE OR
CURTIS AFILE N0.:21 11-0439 ACN: 101 DATE: 05-28-2012
ESTATE OF: CLELAND
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
ORIGINAL RETURN
APPRAISED VALUE OF RETURN BASED ON:
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. Gash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Sehetlule F)
7. Transfers (SChetlule G)
e. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Nat Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate Subject to Tax
(1J
56~4,2~ 9
(2)
(3)
.00
(4)
2218,967.43
(5)
~
Ib)
21
2,73
(n ~
pennsylvania
WANCE DEPARTMENT OF REVENUE
TAX REV-1547 IX AFP (12-ill
05-28-2012
CLELAND CURTIS A
1-2011
NOTE: To ensure proper
credit to your account,
submit the Upper Dm rt SOn
of this form with ycur
tax vayment.
(e) ) -n~5 947.55
(y) 35 534..50.
(1 D) 1.012.32
Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessnent 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 SSblin9 rate
(u) 36,546.82
(lz) 989,400.73
(13) 1 000.00
(14) 988,400.73
lines 14, 15 and/or 16,
of ALL returns assessed
ns) .00 x
(16) F6R bn+7.~R X
18. Amount of LSne 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS: ___ nrSCnuNi (+)
\T ntrvi I I INTEREST/PEN PAID (-)
DATE NUMBER
r OG9 ~6
06-17-2011 I Luuav~ » I ,00
06-20-2011 CD014601
17, 18 and 19 will
to date.
00 ~ •DO
045 = 2~ 6459
12 = 3~ 2,~~
15 = 2~5U
C19)= 8~ O,
aa,v•+•••••
19,950.00
TOTAL TAX PAYMENT 135,006.36
3ALANCE OF TAX DUE 54,159.09CR
INTEREST AND PEN. .00
TOTAL DUE 54,159.09CR
(18) 150,450.00 x
AMOUNT PAIO
IF PAID AFTER DATE INDICATED, SEE REVERSE AFREFUND .DSEEI REVERS EC SIDEAOFATHISEFORM FO R)INSDRUCTIONS. `P
FOR CALCULATION OF ADDITIONAL INTEREST. r
REV-16]0 E%(01-00) ~
pennsylvania
DEPARTMENT OF REVENUE
BUPEAU OF INDiVIDUAI TAXES
pp Box 280601
Cleland, Curtis A.
Daniel Heck
ITEM
SCHEDULE NO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
2111-0439
101
EXPLANATION OF CHANGES
G I 1 I wars over the age of 59 %= at datefofldeath ble In the decedent's estate as the decedent
Page
ROW