HomeMy WebLinkAbout02-28-11NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION flF D`~b G~T'ION$ AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 - ----'1
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
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~ DATE 02-21-2011
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~ ' ~ ' ~ `- ESTATE OF MYERS BEATRICE E
DATE OF DEATH 09-16-2010
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FILE NUMBER 21 10-1009
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COUNTY CUMBERLAND
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ACN 101
60 W POMFRET ST APPEAL DATE: 04-22-2011
C A R L I S L E P A 17 013 (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-
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE _
_ ____
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS BEATRICE EFILE N0 .:21 10-1009 ACN: 101 DATE: 02-21-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0 NOTE: To e
2. Stocks and Bonds (Schedule B) nsure proper
C2) 38, 082.97 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
0 0
(4)
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) C5) 9,0 9 2.0 0
6. Jointly Owned Property (Schedule F) C6) 94,821.15
7. Transfers (Schedule G) C7) .0 0
8. Total Assets c8) 141.996.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)- 7,6 2 3.0 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 6.91
11. Total Deductions C11) 7,679.95
12. Net Value of Tax Return C12) 134, 316.17
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) __ 7 4.6 2 0.10
14. Net Value of Estate Subject to Tax C14) 59 696.07
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, I.8 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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) S9 . 696 . 07 X 045 = 2, 686.32
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)= 2, 686
32
TAX CREDITS: .
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
12-Ob-2010 CD013747 134.32 2,553.65
TOTAL TAX PAYMENT 2,687,97
BALANCE OF TAX DUE 1.65CR
INTEREST AND PEN. .00
TOTAL DUE 1.65CR
* 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. ~~