HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES _ . biP'PRAISI~~1~t~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION I'~OF; DEDt~CTxQNS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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PATRICIA ARMSTRONGMO~~~k'1'4 `.'v'~ i~(1 t3A
34 SHELLWIND DR
SAVANNAH GA 31411
REY-1547 EX AFP CO1-09)
DATE 04-13-2009
ESTATE OF MYERS LOUISE B
DATE OF DEATH 03-11-2008
FILE NUMBER 21 08-0413
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-12-2009
(See reverse side under Objections)
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 ~ --------------
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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 LOUISE B FILE N0. 21 08-0413 ACN 101 DATE 04-13-2009
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1,064,683.22 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,584.69
6. Jointly Owned Property (Schedule F) (6) 6,270.50
7. Transfers (Schedule G) (7) .00
8. Total Assets cB) 1,074,538.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
47,599.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9.6 90.10
11. Total Deductions (11) 57.990.06
12. Net Value of Tax Return I12) 1 , 017, 248.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,017,248.30
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 C15) 179, 630.39 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 837,618.00 X 045 = 37,692.81
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 37,692.81
TAY f DCTTTC.
AYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-29-2008 (0009798 1,884.64 40,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 41,884.64
BALANCE OF TAX DUE 4,191.83CR
INTEREST AND PEN. .00
TOTAL DUE 4,191.83CR
C IF TOTAL DUE IS LESS THAN S1, 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.)