HomeMy WebLinkAbout10-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_.~EQARTMENT OF REVENUE
~;.~~-,.~ # 'NOTICE OF INHERITANCE TAX
~'!_~R~F'kaYS~E;M~NT, ALLOWANCE OR DISALLOWANCE
' '-~"~''~ ""' { ''0'F b'ED'I~CTIONS AND ASSESSMENT OF TAX
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JAMES D CAMPBELL
CALDWELL B KEARNS
3631 N FRONT ST
HARRISBURG
PA 17110
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF MYERS SYLVIA A
DATE OF DEATH 12-02-2008
FILE NUMBER 21 08-1239
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-19-2009
(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 ---- ~--- -R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MYERS SYLVIA A FILE N0. 21 08-1239 ACN 101 DATE 10-20-2009
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) .0 0 NOTE: To insure proper
C2) .0 0 credit to your account,
C3) .0 0 submit the upper portion
of this form with your
C4) .0 0 tax payment.
c5) 2, 148.42
c6) 83, 659.14
cn 215,140.97
c8) 30 0 , 948.53
23,150.10
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,12 5.5 4
11. Total Deductions C11) 74. 7.64
12. Net Value of Tax Return C12) 276, 672.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 276, 672.89
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 assess ed 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) 276,672.89 X 045 = 12,450.28
17. Amount of Line 14 at Sibling rate C17) .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 c19)= 12,450.28
reY r_Q~nrrc.
AYMEN
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-23-2009 CD010933 622.51 12,400.00
TOTAL TAX CREDIT 13,022.51
BALANCE OF TAX DUE 572.23CR
INTEREST AND PEN. .00
TOTAL DUE 572.23CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
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.) ~(`