HomeMy WebLinkAbout01-07-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
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THOMAS S BECKLEY ORPHANS CCU~;T
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HARRISBURG ~~"~/`i~~~~9~~•' ~~
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-12)
DATE 01-07-2013
ESTATE OF SCHERRER JOSEPH J
DATE OF DEATH 04-28-2012
FILE NUMBER 21 12-0514
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-08-2013
(See reverse side under Objections
ABiount ReB~itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ____
REV-1547 EX AFP C12-12~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHERRER JOSEPH JFILE N0.:21 12-0514 ACN: )nI neTF• ni_n~_~ni:
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 184,300.00 NOTE: To en
2.
Stocks and Bonds (Schedule B)
~2)
165, 684.00 sure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,521.80
6. Jointly Owned Property (Schedule F) fig) 11,110.56
7. Transfers (Schedule G) ~7) .0 0
8. Total Assets c8) 387, 616.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)_ 34.647.57
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 5,69 6.36
11. Total Deductions (11) 40,343.93
12. Net Value of Tax Return C12) 347,272.43
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Sub3ect to Tax (14) 347 272.43
NOTE: If an assesssent 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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 347. 777.4 x 045 = 15,627.26
17. Amount of Line 14 at Sibling rate (17) 0 0 =
_
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .00
19. Principal Tax Due c19)= 15,627
26
TAX CREDITS: .
rarntni RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
07-11-2012 CD016248 781.36 15,000.00
TOTAL TAX PAYMENT 15,781.36
BALANCE OF TAX DUE 154.1OCR
INTEREST AND PEN. .00
TOTAL DUE 154.1OCK
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE_ ~}~,
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~/