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NOTICE OF INHERITANCE TAX :" Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PD BOX WCORDED OFFICE OF
HARRISBURGURG PPA 17128-0
A
REG1STE9 OF /ILLS DATE 06-22-2015
SC
?015 JUN 22 IFM 12 29 DATETOFODEATH 05H013-2014 HENRY J
FILE NUMBER 21 14-0524
Cf. EFlA' OF COUNTY CUMBERLAND
SCHOLZ 0 Rp fq}AJ"ES 0U ACN 101
40 ARGAL u�L+,N � � t � n ,� APPEAL DATE: 08-21-2015
MECHANICS URG PA 1' 095- 863 (See reverse side under Objections)
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 (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF.: SCHOLZ HENRY JFILE NO. :21 14-0524 ACN: 101 DATE: 06-22-2015
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) 76,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) - .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,000.00
6. Jointly Owned Property (Schedule F) (6) 27,038.97
7. Transfers (Schedule G) (7) 20,045.29
8. Total Assets (8) 126,584.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,209.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,839.6 3
11. Total Deductions (11) 29,049. 12
12. Net Value of Tax Return C12) 97,535.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 97,535. 14
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 C16) 97, - 14 x 045 = 4,389.08
17. Amount of Line 14 at sibling rate (17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 4,389.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-08-2014 CDO19520 219.45 5,000.00
TOTAL TAX PAYMENT 5,219.45
BALANCE OF TAX DUE 830.37CR
INTEREST AND PEN. .00
TOTAL DUE 830.37CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,�(�
REV-1470 EX(01-10)
pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN 15027224
PO Box 280601
AR 17128-0601
DECEDENT'S NAME FILE NUMBER
Henry J. Scholz 2114-0524
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
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