HomeMy WebLinkAbout09-03-10NOTICE OF INHERITANCE TAX
APPRAISEM'ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIV1s1oN OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID J LENOX E~~~`~~ - ^~ •f ~,-f-` ~ '`
130 W CHURCH ST
DILLSBURG PA 17019
C1) 452, 728.79
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C4) 233, 687 . 2b
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REV-1547 EX AFP-C12-09~-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS CURTIS LFILE N0.:21 09-1097 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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DEPARTMENT OF REVENUE
RE:V-1547 EX AFP C12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C8) __ 686 , 416.05
c9) 87 , 215.94
clo) 5, 364.02
C11) 92,579.46
11. Total Deductions _ 836.09
593
12. Net Value of Tax Return C12) _ ,
0 0
0 0 0
5
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .
,
14. Net Value of Estate Subject to Tax C14) _ 588,836.09
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY ~'DCiITTC.
C15) .00 x 00 ~, .00
c16) ?O1 .993.77 x 045 '= 9, 089.72
C17) 68.188.32 x 12 '= 32, 182.60
c18) 118,654.00 x 15 ~ 17,798.10
C19)°= 59,070.42
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-09-2010 CD012340 2,421.05 46,000.00
Ob-21-2010 CD012951 .00 10,649.37
TOTAL TAX PAYMENT 59,070.42
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 F=OR INSTRUCTIONS.
DATE 08-30-2010
ESTATE OF MYERS CURTIS L
DATE OF DEATH 11-19-2009
FILE NUMBER 21 09-1097
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-29-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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