HomeMy WebLinkAbout11-23-09GUMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
_ _ NOTICE OF INHERITANCE TAX
_ APRaAISEMENT; ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
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FOREST N MYERS ~i ~, .- ~-
F N MYERS LAW OFFICE ~~~
137 PARK PLACE WEST
SHIPPENSBURG PA 17257-9212
DATE 11-16-2009
ESTATE OF HILE RICHARD H
DATE OF DEATH 02-17-2009
FILE NUMBER 21 09-0185
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(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 E- _____
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HILE RICHARD H FILE N0. 21 09-0185 ACN 101 DATE 11-16-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
KtJtKVAI1UN LUN(;EF(NiNG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portior
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 3 38 3.34
6. Jointly Owned Property (Schedule F) (6) 64,225.72
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 87, 609.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2,44 6.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 394.5
11. Total Deductions (11) 7.847 - 03
12. Net Value of Tax Return C12) 84,768.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax
(14) 84,768.03
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) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 84,768.03 X 045 = 3,814.56
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 _ .DO
19.
rev rri Principal Tax Due
rr~r~rn _ c19)= 3,814.56
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-13-2009 CD011223 157.89 3,000.00
06-12-2009 CD011350 .00 656.67
TOTAL TAX CREDIT 3,814.56
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ''~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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