HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX
-J., `,'., AF~~PRA`~StC;~ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA~EIS'
INHERITANCE TAx Drv1s1oN O.F DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-].547 E~: AFP C12-10)
- ~ DATE 01-10-2011
J ESTATE OF MYERS ALVERTA J
__ DATE OF DEATH 01-01-2010
r, -. '~, ~ FILE NUMBER 21 10-0087
- _ _ COUNTY CUMBERLAND
ROBERT G TREY-- ACN 1O1
5 S HANOVE:R ST APPEAL DATE: 03-11-2011
C A R L I S L E P A 17 013 ( See reverse side under Obje~°tions
Amount Remitted __
MAKE CHECK PAYABLE AND REMIT PAYMf.NT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ --RETA_IN LOWER POR_TION_ FDR YOUR RECORDS f--- _ ___ _____
REV-1547 EX AFP t12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OIR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS ALVERTA JFILE N0.:21 10-0087 ACN: 101 DATE: 01-10-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED ____
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reaa 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 tSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
cl) .00
C2) .00
c3) .00
c4) .00
C5) 2,528.00
C6) .00
c7) .00
NCITE: To ensure proper
credit: to your account,
submit: the upper portion
of this farm with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
($) _~ 21528. CIO
Cq) 1 , 102, 00
clo) 5, 008.00
C11) 6 ~, 110.00
11. Total Deductions _ M
3 , 582 . 00 -
12. Net Value of Tax Return ( 12) ° -
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ __ .0 0
14 . Net Value of Estate SubJect to Tax ( 14) _ ^_ 3 , 582 . 00 -
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) .0 0 x 04 5 __~ .0 0
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 __ .00
19 x Due
Principal Ta C19) .00
~
. . ~
TAY f RFTIT'r'C
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 F=OR IfJSTRUCTIONS.