HomeMy WebLinkAbout09-10-10
NOTICE'' OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ .,,,~y~~w ~ ~'~1`Ii ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ~ ~ j~ ~ ~ ~ ~,~{"` y~`~st~.
HARRISBURG PA 17128-0601
20 ! ~ SEP ! D AM i ! ~ 4 5
~~ ~~
(~P1-1~W'S l.lRT
MARY A SODERBERG~EA~l~D CO,, PA.
228 N 26TH ST
CAMP HILL PA 17011
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 09-06-2010
ESTATE OF MYERS EDYTHE H
DATE OF DEATH 06-16-2009
FILE NUMBER 21 09-0646
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-05-2010
(See reverse side under Objections
A~ount Reeitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS EDYTHE HFILE N0.:21 09-0646 ACN: 101
------------------
OR
DATE: 09-06-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,415.64
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 93, 634.00
8. Total Assets (8) 108 , 049.64
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 4,2 3 9.2 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions C11) 4,239.27
12. Net Value of Tax Return (12) 103,810.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 103,810.37
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 return s assessed to date.
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 n3 .81 0 . ~7 x 045 = 4, 671 .47
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 (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19 )= 4,671.47
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-02-2010 CD013013 .00 617.83
1NItKtST iS CHARGED THROUGH 09-21-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 617.83
BALANCE OF TAX DUE 4,053.64
INTEREST AND PEN. 91.62
TOTAL DUE 4,145.26
* 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. ~~n
REV-1470 EX (01-10) ~ ~
~ enns Lvan~a
p y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
Po soX 2aoso~
DECEDENTS NAME FILE NUMBER
Edythe H. Myers 2109-0646
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G Annuities are fully taxable with no exclusion.
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
stow Page 1