HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
-- NOTICE OF INHERITANCE TAX
TAXES _' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF. DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT G FREY
F'REY 8~ TILEY
Fi S HANOVER ST
CARLISLE
REV-1547 EX AFP (01-09)
DATE 06-02-2009
ESTATE OF MEYERHOFER JOSEPH
b-'r -,
DATE OF DEATH 01-25-2008
/`+ C"'';' ~~^ FILE NUMBER 21 08-0170
" `- -,I ;. CUMBERLAND
~,~ ~ , ;.i~ COUNTY
~ ~ -. n~` ACN 101
~.,- APPEAL DATE: 08-01-2009
(See reverse side under Objections)
PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~ RETAIN LOWER PORTION FOR YOUR
__________ RECORDS ~ ___
__________________ ___________
CUT ALUN_G THIS LINE _______________
R
R
N ALLOWANCE OR
ASSES
DEDUCTIONS AND
REV-15r+7 EX AFP (01-09~DISALLOWANCE
OF SMENT OF TAX
06-02-2009
JOSEPH FILE N0. 21 08-0170
MEYERHOFER
ACN 101 DATE
ESTATE OF
) ACCEPTED AS FILED C X) CHANGED SEE ATTACH ED NOTICE
TAX RETURN WAS: C
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
(1) 170,000.00 NOTE: To insure proper
1. Real Estate (Schedule A)
«) 00 credit
submit to your account,
the upper portion
2. Stocks and Bonds (Schedule B)
(3)
hedule C)
(S
•~~ of thi
s form with your
c
Closely Held Stock/Partnership Interest
3 .00 tax pa yment.
.
(4)
4. Mortgages/Notes Receivable (Schedule D) 13.968.00
sh/Bank Deposits/Misc.'Personal Property (Schedule E) C6)
C .00
a
5.
Jointly Owned Property (Schedule F)
6 .0 0
~~)
..
7.. Transfers (Schedule G) (8) 183,968.00
g. Total Assets
APPROWED DEDUCTIONS AND EXEMPTIONS:
H) 31,158.00
10)
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
9 2 37.0 0
(
.
10. Debts/Mortgage Liabilities/Liens (Schedule I) (11) ~1 .34~ _ 00
152,573.00
11. Total Deductions C12)
12, Net Value of Tax Return
Non-elected 9113 Trusts (Schedule J) (14)
t 15, 000.00
00
57 3
1 37
s;
13. Charitable/Governmental Beques .
,
ly,, Net Value of Estate Subject to Tax
7
~
a
and 19 will
date
to
assessed
s~~
NOTE: If an as
pthe1total~ofiALL returns
t ,
fi
that include
es
reflect 9
ASSESSMENT OF TAX: c15) .00 X 00 __ .00
00
15. Amount of Line 14 at Spousal rate (16) , QQ X 045 _ .
Amount of Line 14 taxable at Lineal/Class A rate
16 .~~ X 12 _ .0 0
.
X17)
Amount of Line 14 at Sibling rate
17
137,573.00 X 15 20 , 635.95
.
18. Amount of Line 14 taxable at Collateral/Class B rate (18) (19)- 2 0,635.9 5
19. Principal Tax Due
AX CREDITS' RECEIPT DISCOUNT (+)
PAYMENT INTEREST/PEN PAID (-)
DATE NUMBER
CD009620 315.79
04-25-2008 CD010752 .00
01-09-2009
INTEREST IS CHARGED THROUGH 06-17-2009
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
AMOUNT PAID
6,000.00
109.00
TOTAL TAX CREDIT 6,424.79
BALANCE OF TAX DUE 14,211.16
INTEREST AND PEN. 511.43
TOTAL DUE 14,722.59
~ I1= PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
cinv rALCULATION OF ADDITIONAL INTEREST. eFcFpIND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS DUE
REV-7470 EX (6-88)
~.
~-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
I (ITEM
SCHEDULE NO.
Joseph Meyerhofer
Anita McCully
INHERITANCE TAX
EXPLANATION
OF CHANGES
ILE NUMBER
EXPLANATION OF CHANGES
2108-0170
101
Changed tax rate from 4.5 percent to 15 percent since a brother in law and sister in law are
collateral beneficiaries.
ROW
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