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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
.-.r'-l^'-"'" NOTICE OF INHERITANCE TAX
TAXE,~.'t.cr)DED V<-lIPRAISEMENT. ALLOWANCE OR DISALLOWANCE
:,,,,,{,,,(,,';~'I' \;i'll;lI( DEDUCTIONS AND ASSESSMENT OF TAX
:iCt.JL) ~::.tI '. ~\. ~,~.'
REV-1547 EX AFP (06-05)
DATE 04-28-2008
ESTATE OF MEYERS DORIS A
DATE OF DEATH 05-17-2007
FILE NUMBER 21 07-0521
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl 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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
2008 HAY -2 PM '2: 32
CLERK OOURt l'
._~'SC II
BEVERL Y S HOL~B~AL~NO CO.. PA
125 TAYLOR RD '
ETTERS PA 17319
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF MEYERS DORIS A FILE NO.21 07-0521 ACN 101 DATE 04-28-2008
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) (1) 78,565.54 NOTE: To insu~e p~ope~
2. Stocks and Bonds (Schedule B) (2) .00 c~edit to you~ account.
.00 submit the uppe~ po~tion
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) (3) of this fo~m with you~
4. Mo~tgages/Notes Receivable (Schedule D) (4) 5,610.15 tax payment.
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) (5) 1,017,495.87
6. Jointly Owned P~ope~ty (Schedule F) (6) .00
7. T~ansfe~s (Schedule G) (7) .00
8. Total Assets (8) 1,101,671.56
APPROVED DEDUCTIONS AND EXEMPTI ONS : 57,862.94
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mo~tgage Liabilities/Liens (Schedule 1) (10) .00
11- Total Deductions (11) "i7.8li?94
12. Net Value of Tax Retu~n (12) 1,043,808.62
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J) (13) 243,452.16
14. Net Value of Estate Subject to Tax (14) 800,356.46
NOTE: If an assessllent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ill. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A ~ate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling ~ate (17) 10,000.00 X 12 = 1,200.00
18. Amount of Line 14 taxable at Collate~al/Class B ~ate (18) 790,356.46 X 15 = 118,553.47
19. P~incipal Tax Due (19)= 119 , 753 .47
TAX r-REDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-17-2007 CD008560 5,263.16 100,000.00
02-15-2008 CD009307 .00 16,833.87
TOTAL TAX CREDIT 122,097.03
BALANCE OF TAX DUE 2,343.56CR
INTEREST AND PEN. .00
TOTAL DUE 2,343.56CR
" IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. DU~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
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
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2107 -0521
101
Doris A. Meyers
Anita McCully
ITEM
SCHEDULE NO.
EXPLANA liON OF CHANGES
Siblings are taxable at the rate of 12% for dates of death on or after 07 -01-2000.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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