HomeMy WebLinkAbout07-29-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAx€~~.L`:T AI~I~I~~~ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE tax Drv1S1oN ~ ~ :-.UF ,:I~FEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17126-0601
CLARK Q~
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WAYNE F SHADb~~Elrs~rL~`',;'J~) tu~` ., rA
53 W POMFRET ST
CARLISLE PA 17013
~1) 175, 000.00
(2) .00
c3) .00
c4) .00
c5) 54, 158.27
c6) .00
I7) 168,750.43
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS CLOYD (FILE N0.:21 10-0747 ACN: 101 DATE: 06-13-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real 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 (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10) ~-
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 397 , 908.70
(g) 24.7 4.16
clo) 15.015.95
11. Total Deductions X11) 39,770.11
12. Net Value of Tax Return I12) 358,138.59
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 358, 138.59
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date .
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 358.1 38.59 x 045 = 16, 116.24
17. Amount of Line 14 at Sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 16, 116.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
09-24-2010 CD013400 684.21 13,000.00
04-06-2011 CD014250 .00 2,432.05
TOTAL TAX PAYMENT 16,116.26
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
DATE 06-13-2011
ESTATE OF MYERS CLOYD C
DATE OF DEATH 07-07-2010
FILE NUMBER 21 10-0747
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(See reverse side under Ohjections)
Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ 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 FOR INSTRUCTIONS.