HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601 R E C
REGIST 0 MATE 04-15-2013
° _ 5 ESTATE OF SCHERRER FRANCES E
pp ^ DATE OF DEATH 09-10-2012
sl tt 9pFILE NUMBER 21 12-1036
C7 COUNTY CUMBERLAND
THOMAS S BECKLEY CLERK ACN 101
PO BOX 11998 ORPHANS, _ APPEAL DATE: 06-14-2013
HARRISBURG PA 10N t h9 t% I (See reverse side under Objections)
ND CO-, PA Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHERRER FRANCES EFILE NO. :21 12-1036 ACN: 101 DATE: 04-15-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 256,273.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 256,273.92
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 13,158.0 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 26,538.33
11. Total Deductions (11) 39,696.36
12. Net Value of Tax Return (12) 216,577.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 216,577.56
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -n x 045 = .00
17. Amount of Line 14 at sibling rate (17) AL X 12 = :00
18. Amount of Line 14 taxable at collateral rate (is) 216,577.56 X 15 = 32,486.63
19. Principal Tax Due (19)= 32,486.63
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-18-2012 CDO16666 631.58 12,000.00
02-18-2013 CDO17193 .00 19,855.05
TOTAL TAX PAYMENT 32,486.63
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.