HomeMy WebLinkAbout03-21-14 (2) COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 171 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 018915
BARIC SCHERER LLC
19 W SOUTH ST
CARLISLE, PA 17013
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
_"""' fald _'__"'_'_
101 ( S 17.26
ESTATE INFORMATION: ssrv: �
FILE NUMBER: 2112-0587 �
�ECEDErvT rvAME: PREECE LUANNE M �
DATE OF PAYMENT: 03/21/201 4 �
POSTMARK DATE: 03/21/2014 �
couNTV: CUMBERLAND �
DATE OF DEATH: 04/16/2012 �
�
TOTAL AMOUNT PAID: 517.26
REMARKS: RECEIPT TO ATTY
CHECK# 20944
INITIALS: HMW
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX � pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP C08-13)
PO BOX 28D601
HARRISBURG PA 17128-0601
DATE 02-17-2014
ESTATE OF PREECE LUANNE M
DATE OF DEATH 04-16-2012
FILE NUMBER 21 12-0587
SHAFFER ESQ BRET P COUNTY CUMBERLAND
19 W SOUTH ST ACN APPEAL DATE: 04-18-2014
CARL I SL E PA 17013-3445 (See reverse side under Objections)
A�ount Re�ftted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
RE6ISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG_THIS LINE -� _RETAIN LOWER PORTION FOR YOUR RECORDS �-
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
UTSAILOWAN�E OF DEDUCTIONS AND �SSESSMENT UF TAX --
ESTATE OF: PREECE LUANNE MFILE N0. :21 12-0587 ACN: 101 DATE: 02-17-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) �1� 121,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2� .00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 14,119.74
6. Jointly Owned Property CSchedule F) C6� .00
7. Transfers (Schedule G) ��� 22,849.31
8. Total Assets cs) 158.869.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) �g� 21 .64 2.25
10. Debts/Mortgage Liabilities/Liens CSchedule I) �lp� 106.621.24
11. Total Deductions �11� 128,263.49
12. Net Value of Tax Return �12� 30�605.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) � �13� �"� .DO
14. Net Value of Estate Subject to Tax � O(14) !� ;���6
NOTE: If an assessment was issued previously, Lines 14, 15, 16, tz3� 18 a�/orGal�wilT
reflect fi9ures that include the total of all returns ass '�s"iCd�o �te.cn �►
ASSESSMENT OF TAX: r-- � � �j � rn
15. !lmount ef Line 14 at spousal rata C15) �� �--"
v"'�g -^�«I^�er°.��.�_0
16. Amount of Line 14 taxable at lineal rate C16) r � �145,� ]CA377.25
17. Amount of Line 14 at sibling rate C17) �O�ec�2 ���
18. Amount of Line 14 taxable at collateral rate (18) •'L 15 = �' :00
19. Principal Tax Due �-+� C19 =
"L7 r•• fi'1377.25
TAX CREDITS: �' ts7 �'Fj C�
PAYMENT RECEIPT DISCOUNT C+) -^�
AMOUNTiPAID
DATE NUMBER INTEREST/PEN PAID (-)
01-04-2013 CD017137 .00 500.00
09-13-2013 CD018143 .00 877.25
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-14-2013 TOTAL TAX PAYMENT 1,377.25
• BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.26
L -
TOTAL DUE 0
■ 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. �\�