HomeMy WebLinkAbout09-22-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"';-"'(jr-,....;-n nrI'fQRCE",oF INHERITANCE TAX
;1 ::U". ~RUS1iHEJIlr })AllOWANCE OR DISAllOWANCE
',OF> ~UCTIo,.S AND ASSESSMENT OF TAX
09-25-2006
SHELLEY
01-06-2006
21 06-0038
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~9~~_!~1~_~1~~______~___~~!~!~_~g~~~_~g~!!9~_~g~_!g~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LISBETH E FILE NO. 21 06-0038 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
Z006 SEP 22
9: 57
.&;"1
MICHAEL A SCHERER
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
,....,~':',
U,4',ij
ESQU"-
PA 17013
ESTATE OF
SHELLEY
REV-1547 EX AFP (06-05)
LISBETH
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 09-25-2006
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
158,350.00
.00
.00
.00
694.352.86
5.210.89
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
857,913.75
(11)
(2)
(3)
(4)
266.099 32
591,814.43
.00
591,814.43
(9)
nO)
17,128.92
NOTE: If an assessment was issued previously, lines 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 rata (15)
16. Amount of line 14 taxable at lineal/Class A rate (16)
17. Amount of line 14 at Sibling rate (17)
18. Amount of line 14 taxabla at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
5,210.89 X 045 = 234.49
293,301.77 X 12 = 35,196.21
293,301.77 X 15 = 43,995.27
(9)= 79,425.98
248.970.40
n____. . I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-24-2006 CD006471 3,971.30 90,000.00
06-07-2006 CD006801 .00 781.63
TOTAL TAX CREDIT 94,752.93
BALANCE OF TAX DUE 15.326.95CR
INTEREST AND PEN. .00
TOTAL DUE 15,326.95CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)