HomeMy WebLinkAbout08-06-10~,_ ~';~~-, NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL' TA)CES. `- ~ ~-I~RR~'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX nlvlsloN ' '~~' DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ - - '~ '~
HARRISBURG PA 17128-Ob01
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JERRY A W ti~ ~~s ~`S ~-' ~ ,~-, n
126 E KING ST
SHIPPENSBURG PA 17257
tl) .00
t2) .00
t3) .00
t4) .00
t5) 36, 655.05
t6) .00
t7) .00
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ ____ _________
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR- -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS MERLE HFILE N0.:21 09-0853 ACN: 101 DATE: 08-02-2010
TAX RETURN WAS: t X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable tSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property tSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens tSchedule I)
v. r~
Pennsylvania ~'`
DEPARTMENT OF REVENUE
REV-1547 EX AFP t12-09) t
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
t8) _ 36,655.05
t9) 17 , 236.49
tlo) 1 , 773.50
11. Total Deductions tll) _ 19, 009.99
t12) 17,645.06
12. Net Value of Tax Return _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) _ .0 0
14 e of Estate Subject to Tax
t V
l
N t14) 17, 645.06
. a
u
e _
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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 17.645.06_ X 045 = 794.03
17. Amount of Line 14 at Sibling rate t17) _D 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)° 794.03
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID t-) AMOUNT PAID
11-20-2009 CD012022 3b.84 700.00
05-18-2010 CD012768 .00 57.19
DATE 08-02-2010
ESTATE OF MYERS MERLE H
DATE OF DEATH 0$-24-2009
FILE NUMBER 21 09-0853
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 794.03
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" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~~ ~
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