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NOTICE OF INHERITANCE TAX J
t,~,,,~„4~ ~ FNT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
~~~~ ~ ~ ~ R E-~t
BUREAU OF INDIVIDUAL TAXE ~:'~:r..~~_.... yd~ CTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-10)
INHERITANCE TAX DIVISION }~~j-r"~•{ ~;' a ~• -- ,~,,~ f
PO BOX 280601 ' "--'`~"~' i ~.' ~ ..<t~ ~~, a,:.,i,~•~1
HARRISBURG PA 17128-0601
DATE 06-27-2011
t~ + ...~t.~. °~ °~ BEERS MARJORIE W
} ~,. ~ ESTATE OF
DATE OF DEATH 06-13-2009
~i(~R~ ~1~ FILE NUMBER 21 09-0632
ORPH.AN'S ~~Q~~T COUNTY CUMBERLAND
101
DAVID H STON~6rUR~~'~~;~~ # ~'- p~ ACN APPEAL DATE: 08-26-2011
414 B R I D G E STREET (See reverse side under Objections )
NEW CUMBERLAND PA 17070
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
RETAIN LOWER PORTION FOR YOUR RECORDS ~ ___________
-------------
CUT ALONG_ THIS LINE -__ ~ ________________________________
REV-1547 EX AFP C12-10~ NOTICE OF INOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
DISALLOWANCE
MARJORIE WFILE N0.:21 09-0632 ACN: 101 DATE: 06-27-2011
ESTATE OF: BEERS
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
C1) •0 0 NOTE: To ensure proper
1. Real Estate (Schedule A) 27,272.19 credit to your account,
C2) submit the upper portion
2. Stocks and Bonds (Schedule B)
C3) '~ ~ of this form with your
3. Closely Held Stock/Partnership Interest (Schedule C) C4) ,Q Q tax payment.
4. Mortgages/Notes Receivable (Schedule D) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (6) ,0 0
6. Jointly Owned Property tSchedule F) C7) 262, 057 .59
7. Transfers (Schedule G) 289 , 329.78
C8)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 84.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) ,0 0
C10)
10. Debts/Mortgage Liabilities/Liens (Schedule I) $ 4.0 0
C11)
11. Total Deductions C12) 289,245.78
12. Net Value of Tax Return C13) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C14) 1,17 4,0 61.5 0
14. Net Value of Estate Subject to Tax
lines 14, 15 and/or 16, 17, 18 and 19 will
NOTE: If an assessment was issuedpreviouslY,
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: .00 X 00 = .00
C15)
15. Amount of Line 14 at Spousal rate 52,$32.77
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 1 4 . 061,_ X 025 _ , 00
C17)
17. Amount of Line 14 at Sibling rate . ~~ X 15 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) (19)= 5 2,8 32.7 7
19. Principal Tax Due
TAX CREDITS : DISCOUNT C+)
PAYMENT RECEIPT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
1,578.95 30,000.00
09-10-2009 CD011729 .00 8,237.76
03-12-2010 CD012468 .00 13,016.06
04-07-2011 CD014257
TOTAL TAX PAYMENT 52,832.77
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-08-2011 BALANCE OF TAX DUE .00
INTEREST AND PEN. 523.04
TOTAL DUE 523.04
* 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.