HomeMy WebLinkAbout01-03-11n~<<.~~ .,,~ ,~•~~-; ,TICE OF INHERITANCE TAX
~~ '`'•~~~ ` ~~PRA~~~ NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXESr .~ -
INHERITANCE TAX DIVISION ~~;'~- ~ ;,_„ .Qf'.k~~~~?JCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ANTHONY L DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007
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Pennsylvania ~~ r~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-10)
DATE 12-27-2010
ESTATE OF MYERS PAUL A
DATE OF DEATH 08-11-2010
FILE NUMBER 21 10-0849
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(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 ~ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS PAUL AFILE N0.:21 10-0849 ACN: 101 _______________
OR
DATE: 12-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 156, 000.00 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) 20,397.38
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 79,476.79
8. Total Assets (8) 255,874.17
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7 .94 9. 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 310.6 2
11. Total Deductions C11) _ 16,260.01
12. Net Value of Tax Return C12) 239, 614.16
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax C14) _ 239,614.16
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) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) ?39.61 4 _ 1 b X 045 = 10, 782.64
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 10, 782.64
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-20-2010 CD013524 539.13 10,243.51
TOTAL TAX PAYMENT 10,782.64
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.