HomeMy WebLinkAbout11-13-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- -N5T'ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP.~2ATSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ^ qF ;D,ED•UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 ~ -• -• ~~
REV-1547 EX AFP (01-09)
Lt.~~~~~ ~~ ~~~~; 25 DATE 11-09-2009
ESTATE OF MEYERS LUELLA M
DATE OF DEATH 04-03-2008
~ ~:?~
~,~~ FILE NUMBER 21 08-0476
~*~FI _ ,. ~~ COUNTY CUMBERLAND
SCOTT M DINNER ~~ ~1 _~ I, ACN 101
3117 CHESTNUT ST APPEAL DATE: 01-08-2010
CAMP H I L L PA 17 01 1 (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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEYERS LUELLA M FILE N0. 21 08-0476 ACN 101 DATE 11-09-2009
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:
I1) .00
C2) 90,245.64
C3) .00
C4) .00
C5) .00
c6) 8,882.32
cn 26,218.94
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
125,346.90
9,924.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 84 7 .01
11. Total Deductions (11) 1 0.771 .39
12. Net Value of Tax Return C12) 114,575.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax ClG) 114,575.51
NOTE: If an assessment was issued previously, l ines 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) 114,575.51 X 045= 5,155.90
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) .00 X 15 _ .00
19. Principal Tax Due C19)_ 5, 155.90
r,a.ntni I(tt,tlr~ ll1Jl;UUNI C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-30-2008 CD009963 210.53 4,000.00
06-30-2008 CD009964 47.27 1,000.00
TOTAL TAX CREDIT 5,257.80
BALANCE OF TAX DUE 101.90CR
INTEREST AND PEN. .00
TOTAL DUE 101.90CR
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SFF REVERSE STnF nE TuTC cncM rno rucrourrrnuc ~