HomeMy WebLinkAbout05-28-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
GARY L JAMES ESQ
JAMES ETAL
134 SIPE AVE
HUMMELSTOWN
NOTICE OF INHERITANCE TAX
ARPRA.~.S.f¢t,E~dT;,;,,,~L.L~OWANCE OR DISALLOWANCE
.~ {!F `'DE~t1~TIDN-S~~~AND ASSESSMENT OF TAX
pennsyLvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
~~~~~~~ ~$ ~~ ~+ ~ ~ DATE 05-17-2010
ESTATE OF MYERS DAVID N
DATE OF DEATH 02-26-2009
~~E~~ ~~ FILE NUMBER 21 09-0651
~~`~ ~Q~~T COUNTY CUMBERLAND
~~~~~~~ ,~P~L ~;(~ (~j~1 ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
PA 17036 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ -'-~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E-'~- _______________
REV-1547-EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS DAVID NFILE N0.:21 09-0651 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C x) ACCEPTED AS FILED C' ) CHANGED __
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 111,000.00 NOTE: To ensure proper
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:
credit to your account,
submit the upper portion
of this form with your
tax payment.
ts) 177 , 513.19
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 13.9 08.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,389.5 7
11 . Total Deductions C11) 15, 297.6$
12. Net Value of Tax Return C12) 162, 215.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14 Net Value of Estate Sub]ect to Tax C14) 162, 215.51_
.
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _ 1 6 2 , 21 5.51 x 045 = 7, 299.70
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)= 7,299.70
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-24-2009 (0012033 .00 7,299.70
c2) . 00
c3) .00
t4) .00
c5) 66,513.19
c6) .00
t7) .00
TOTAL TAX PAYMENT 7,299.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~_(\