HomeMy WebLinkAbout09-17-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T~'3 rv•:-~^-r, /~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - `-' `.. ~•~`~~. ~sDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 '' ~' - :^+
HARRISBURG PA 17128-0601 ~ ,4~''~%' ~.~
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CLERK OF
JAMES D HU RP ~+,~~rC(~'u~T
354 ALEXAN R~~-PR~NGi fZ'b`'' gyp'
CARLISLE PA 17015
Pennsylvania ` ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 09-14-2010
ESTATE OF MYERS RHUBY E
DATE OF DEATH 12-31-2009
FILE NUMBER 21 10-0074
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-13-2010
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 RHUBY EFILE N0.:21 10-0074 ACN: 101 DATE: 09-14-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14 5,8 33.67
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 145,833.67
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 28. 285.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2, 711.4 3
11. Total Deductions (11) 30,996.64
12. Net Value of Tax Return (12) 114,837.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 114,837.03
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 1 4 .837.03 x 045 = 5, 167.67
17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 5, 167.67
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-17-2010 CD012484 258.38 5,000.00
09-07-2010 REFUND .00 90.71-
TOTAL TAX PAYMENT 5,167.67
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.