HomeMy WebLinkAbout07-24-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- - -. .-NOT:IC~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApRRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~ - ~~ ~ REV-1547 EX AFP (01-09)
~~~~ JL~L ~~ Pr~ is 2~ DATE 07-20-2009
ESTATE OF MYERS BARBARA L
_ DATE OF DEATH 03-25-2008
~'~'-~~~ .~,;`- FILE NUMBER 21 08-0384
~,~.
ll~r;- ~ ~ ~~-' ST COUNTY CUMBERLAND
ANNE M REID ~~'~~¢ ~' Via, ACN 101
42 FOX FARM RD APPEAL DATE: 09-18-2009
PHILLIPSBURG NJ 08865 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECDRDS ~-
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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 BARBARA L FILE N0. 21 08-0384 ACN 101 DATE 07-20-2009
TAX RETURN WAS: (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) 219, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 64,075.62 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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 0,54 3.58
6. Jointly Owned Property (Schedule F) (6) 127,496.18
7. Transfers (Schedule G) (7) .00
B. total assets (e) 451,115.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
34,144.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,702.55
11. Total Deductions (11) 35.847.34
12. Net Value of Tax Return (12) 415,268.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 415,268.04
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 (15) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 415,268.04 X 045 = 18,687.06
17. Amount of Line 14 at Sibling rate (17) .00 X 12 __ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 _ .00
19. Principal Tax Due (lg)= 18,687.06
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS **
07-13-2009 286.87 18,400.19
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 18,687.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 51, 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.)