HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,,, ,,._ _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ,`I~p;p'~t,~~'S,~M~W-T, ALLOWANCE OR DISALLOWANCE
_., ,
INHERITANCE TAX DIVISION -. , QF ;DEDU,CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 y~fi;4,; ~ :..i-~ ,y, - a Y
HARRISBURG PA 17128-0601 -•
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FOREST N MYERS CUB,' ~`:~ '' `"`.'!~~ (~~~;
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LAW OFC FOREST N MYERS
137 PARK PLACE WEST
SHIPPENSBURG PA 17257-9212
C1) 72,500.00
c2) . 0 0
c3) . 00
c4) .00
c5) 2 , 871 .74
c6) .00
(~) .00
CUT ALONG THIS LINE ~-! RETAIN LOWER-PORTION FOR-YOUR RECORDS ~ --------------
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REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REED KATHRYN E FILE N0. 21 08-0633 ACN 101 DATE 07-20-2009
TAX RETURN WAS: C 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
REV-1547 EX AFP CO1-09)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 75, 371 .74
APPROVED DEDUCTIONS AND EXEMPTIONS:
75,371.74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 75.371 _ 74
.0 0
12. Net Value of Tax Return C12)
.0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13)
.0 0
14. Net Value of Estate Subject to Tax (14)
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 C16) • 00 X 045 = . 00
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) •0 0 X 15 = .0 0
19. Principal Tax Due
~r~v ~orr~Yrc•. C19)= .0 0
A M
DATE RECEIPT
NUMBER SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 07-20-2009
ESTATE OF REED KATHRYN E
DATE OF DEATH 05-31-2008
FILE NUMBER 21 08-0633
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)