HomeMy WebLinkAbout08-16-11NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES ~~~ii ~'~~,~1 jf~j~~- ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~ ' i ~F;~Z~ i 4IIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ ",`,v;G ~ (~ REV-1547 EX AFP (12-10)
HARRISBURG PA 17128-0601 ~~ ~ -~_~J
tai : ~ ~ .....
CLERK OP
DAVID R GETZ E D~~r~~~M1 ~~~~
508 N 2ND ST
PO BOX 845
HBG PA 17108
DATE 08-01-2011
ESTATE OF MYERS ROBERT D
DATE OF DEATH 01-29-2011
FILE NUMBER 21 11-0138
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-30-2011
(See reverse side under 06~1ections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS ~
REV-15 _
_
47 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEM _
ENT, ALLOWANCE
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: MYERS ROBERT DFILE N0.:21 11-0138 ACN: 101 DATE: 08-01-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE
OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 00
2.
Stocks and Bonds [Schedule B) C2) .
38 7,617.94 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest [Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) .
1,656.4 0 tax payment.
6. Jointly Owned Property (Schedule F) C6) 25,467.07
7. Transfers [Schedule G) C7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 414,741.41
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) Cg) 24. 41.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8+881.8 3
11. Total Deductions
12.
Net Value of Tax Return C11) 33, 123.35
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts C12)
[Sched
l
J) 381 , 618.06
14.
Net Value of Estate Subject to Tax u
e
C13) 2,000.00
C14) 379,618.06
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total
of ALL ,
,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate C15) 00
0 0 =
16.
Amount of Line 14 taxable at Lineal/Class A rate
C16) .
X
3 79
61A .00
17.
Amount of Line 14 at Sibling rate .
_[16 x 045 =
17,082.81
(17) _00 X 1 2 =
.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 00
15 =
19.
Principal Tax Due .
X .00
TAX CREDITS:
c19)=
17, 082.81
rnrneni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-04-2011 CD014244 842.11 16,000.00
05-18-2011 CD014488 .00 240.73
TOTAL TAX PAYMENT 17,082.84
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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.