HomeMy WebLinkAbout03-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"~'~, r"`i, ~~", '.'~" '~•.^ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T"DC'E.Sv /i~ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !, ;`, `~' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~'_.~_.,t„~:1._ , .,: :L~..,
HARRISBURG PA 17128-0601
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GREGORY M WIN ~~~~' n~
4245 RTE 209
ELIZABETHVILLE PA 17023
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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS GLORIA S FILE N0. 21 08-0730 ACN 101 DATE 03-09-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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
C1) .00 NOTE: To insure proper
(2) 87.302.24 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) .00
c6) .00
cn .00
C8) 87,302.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,116.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) x.116.00
12. Net Value of Tax Return C12) 84, 186.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
c14) 84, 186.24
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
TAY /`DCTTTC.
REV-1547 EX AFP (01-09)
DATE 03-09-2009
ESTATE OF MYERS GLORIA S
DATE OF DEATH 01-22-2008
FILE NUMBER 21 08-0730
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
t15) 84, 186.24 X 00 _ . 00
c16) • 00 X 045 _ . 00
c17) • 00 X 12 _ . 00
clB) .00 X 15 _ .00
c19)= • 00
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)