HomeMy WebLinkAbout05-09-11NOTICE OF INHERITANCE TAX pennsylvan~a ~
~~ ~ AP~?R~IMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BNHERITANCE AXDD VIDION TEES ~Uf``~ DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10) r
PO BOX 280601 r}`.
HARRISBURG PA 17128-0601 ~ F "`'~j
-„ DATE 04-25-2011
ESTATE OF MYERS ELISABETH D
DATE OF DEATH 06-11-2010
r~_.~~;~~ ~''~` FILE NUMBER 21 10-0666
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GEORGE F D~~k~~~rr;I,~~.± ~~ r ~ ACN 1 01
354 ALEXANDER SPRING RD APPEAL DATE: 06-24-2011
C A R L I S L E P A 17 015 (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 ~ _
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS ELISABETH DFILE N0.:21 10-0666 ACN: 101 _______________
OR
DATE: 04-25-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2 Stocks and Bonds (Schedule B) (2) 73, 287.14 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 47, 303.28
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 120 , 590 .42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21.111.5 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,6 0 5.5 6
(11) 22, 717.13
11. Total Deductions C12) 97,873.29
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 97,873.29
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 (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 97 .473.29 X 045 4, 386.30
17. Amount of Line 14 at Sibling rate C17) 400.00 x 12 = 48.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19 )= 4,434.30
TAY f_RFflTTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
09-02-2010 CD013290 215.79 4,100.00
02-17-2011 CD014031 .00 118.51
TOTAL TAX PAYMENT 4,434.30
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.