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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
nr0,"'r-~-f'~lSWN.rt ALLOWANCE OR DISALLOWANCE
11C:\./"I,";, - (IF,)PEQIt'rt!.O'NS AND ASSESSMENT OF TAX
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
_,I
REV-1547 EX AFP (06-05)
DATE 09-03-2007
ESTATE OF MEYER SR JOSEPH J
DATE OF DEATH 03-19-2007
FILE NUMBER 21 07-0341
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2007
( See reverse side under Objections)
A.ount Rem1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEYER SR JOSEPH J FILE NO. 21 07-0341 ACN 101 DATE 09-03-2007
zeal AUG 3 I Pt'l 3: 59
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
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PA 17013
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
13.679.44
.00
.00
.00
63,317.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Total Assets
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
76,996.44
(9)
(10)
5,471.00
.00
(11)
(12)
(13)
(14)
1;.671600
71 ,525.44
.00
71 ,525.44
NOTE:
If an assess.ent was Issued prevIously, 11nes
reflect fIgures that Include the total of !bh
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
14, 15 and/or 16, 17, 18 and 19 w111
returns assessed to date.
(15)
(16)
(17)
(18)
.00 X 00
71 ,525.44 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
3,218.64
.00
.00
3,218.64
A
DATE
06-29-2007
C
NUMBER
CD008353
AMOUNT PAID
616.00
PAYMENT MUST BE MADE BY 12-19-2007*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
616.00
2,602.64
.00
2,602.64
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. r-~J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Joseph J Meyer
Deborah Washington
FILE NUMBER
ACN
2107-0341
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H B-3 Per Section 3121 of 1994 Act, effective January 30, 1995 the family exemption was
increased to $3,500.
ROW
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