HomeMy WebLinkAbout05-04-09. COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' '~ ~~ `~NOUTCf i OF 3'NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION +, OF'_DEDLICTIONS AND ASSESSMENT OF TAX
PO BOX 28D601 ,
HARRISBURG PA 17128-0601 REY-1547 EX AFP CO1-09)
~~o~ ~~~ '4 P~ (~; 33DATE 04-27-2009
ESTATE OF MYERS BETTY J
DATE OF DEATH 03-11-2008
C~~~~''y (~~ FILE NUMBER 21 08-0364
ORPf-'~~~i ~ Cn~~PT COUNTY CUMBERLAND
STEPHANIE E CHERLOK CUB- ~ ~' ~n ACN 101
61 W LOUTHER ST APPEAL DATE: 06-26-2009
CARL I SL E PA 17013 (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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS BETTY J FILE N0. 21 08-0364 ACN 101 DATE 04-27-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED C 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) 119,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 49,399.54 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 4 30.00
6. Jointly Owned Property (Schedule F) (6) 34,430.97
7. Transfers (Schedule G) (7) 7, 371.73
8. Total Assets ($) 210 , 632.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,426.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.746.07
11. Total Deductions C11) ) ~ •) ~7-g6
12. Net Value of Tax Return C12) 195,459.38
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 195,459.38
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) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 195,459.38 X 045 = 8,795.68
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19)= 8,795.68
TAY CQ Ci1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-11-2008 CD010628 .00 7,453.09
12-18-2008 CD010662 .00 1,309.57
INTEREST IS CHARGED THROUGH 05-12-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 8,762.66
BALANCE OF TAX DUE 33.02
INTEREST AND PEN. 2.48
TOTAL DUE 35.50 ~- r
e
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REgUIRED. /
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.)
REV-1470 EX (8-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENTS NAME FILE NUMBER
Betty J. Myers 2108-0364
REVIEWED BY ACN
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
B The total on Schedule B was not correctly carried forward to recapitulation page.
F I I The decedent's 50% interest in the M Si T jointly held account has been added to
schedule F as per correspondence.
I ( ~ The total on Schedule I was not correctly carried forward to recapitulation page.
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