HomeMy WebLinkAbout09-03-10_ . _ NOTICE OF INHERITANCE TAX pennsylvan~a ~
} APPRA_I~S~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES. DEPARTMENT OF REVENUE
INHERITANCE rAX orvlsloN OF DEDUCTIONS AND ASSESSMENT OF TAX
RI:V-1547 EX AFP (12-09)
PO BOX 280601 '" -'
HARRISBURG PA 17128-0601
('` f '
,~.._ ..,
r~~~- ~ ~_;; < <T
~-, ', - - -
EDMUND G MEY~RS'' ~'
301 MARKET STREET
P BOX 109
LEMOYNE PA 17043
DATE 08-30-2010
ESTATE OF NORTON JUNE E
DATE OF DEATH 03-20-2010
FILE NUMBER 21 10-0370
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
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: NORTON JUNE EFILE N0.:21 10-0370 ACN: 101 DATE: 08-30-2010
TAX RETURN WAS: CX) 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)
cl) .00
t2) 131 , 883.92
c3) .00
t4) .00
C5) 35, 138 .72
c6) .00
c7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ts) lb7 , 022.64
c9) 22 , 466.56
tlo) 5,958.90
11. Total Deductions tll) _ 28,425.46
12. Net Value of Tax Return t12) 138,597.18
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) t13) _ .0 0
14. Net Value of Estate Subject to Tax C14) 138,597.18
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 t15) .0 0 X 0 0 = .0 0
lb. Amount of Line 14 taxable at Lineal/Class A rate C16) 138. 597.18 x 045 = 6,236.88
17. Amount of Line 14 at Sibling rate C17) _0 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 t19)= 6,236.88
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-18-2010 CD012953 311.84 5,925.03
08-23-2010 SBADJUST .00 .O1
TOTAL TAX PAYMENT 6,236.88
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.
~~~