HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JENNIFER B HIPP
BOGAR K HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DIDTIGE OF INHERITANCE TAX
APPRAISEMEN.T, 'ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
!_., - - REV-1547 EX AFP (12-OS)
`~~lE~ .~i~3~~ 3~ i~~`~ ~2~ 3~ATE 01°27-2009
~-~ ESTATE OF MYERS RUBY J
DATE OF DEATH 02••06-2008
LLti",~~.+.a" FILE NUMBER 21 OS-0398
Q~1~'i-I~~~\~~ r~,l'~~aRi CDUNTY CUMBERLAND
C~.1~1!r'``'~'_,".` ; ,.;,.)., F'r~ ACN 101
OFCS APPEAL DATE: 03-28-2009
(See reverse side under Objections)
PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR-RECORDS ~
REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS RUBY J FILE N0. 21 08-0398 ACN 101 DATE 01-27-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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
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
C15)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ..i)
14. Net Value of Estate Subject to Tax
c13) .00
c14) 3,921.21-
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 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. Principal Tax Due
I1) .00 NOTE: To insure proper
C2) 653.84 credit to your account,
submit the upper portion
C3) .00 of this form with your
CG) .00 tax payment.
c5) 741.95
c6) .00
cn .00
~$) 1 , 395.79
5,317.00
(9)
clo) .00
(11) ~+•;77.00
c12) 3,921.21-
.00 X
C16) .00 X
c17) • 00 x
c18) • 00 x
00 _ .00
045 _ .00
12 _ .00
15 __ .00
c19)= .00
~~PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. n!
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) G