HomeMy WebLinkAbout11-07-11• 1 ' ~
~ NO,T.~~ F INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES ~~~~k~~~M~~lIC~~LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- DF ,DEDU~!f~9NS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 (';-t , , .l
HARRISBURG PA 17128-0601 REV-1547 IX AFP C12-10)
~il~ ~ ~«`~~ -? ~~~ ~~' I J DATE 10-24-2011
ESTATE OF MYERS ELLEN M
CLE~K(~ DATE OF DEATH 06-13-2010
Q~~y,~;~~'S ~;{~UCZT FILE NUMBER 21 10-0637
JOHN W HARTMAN ~~.j~~~~L1~'~1~~~' ~;t~ PA COUNTY CUMBERLAND
101 CAROL LN ACN 101
ENOLA APPEAL DATE: 12-23-2011
PA 17025 (See reverse side under Objections)
Asount Reoitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT_ALON6 THIS LINE --1--R_ETA_IN-LOWER POR_TION_ FOR YOUR RECORDS ~•
----------------
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
-----------------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS ELLEN MFILE N0.:21 10-0637 ACN:
101 DATE: 10-24-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1) .00 NOTE: To ensure proper
3. Closely Held Stock/Partnership Interest (Schedule C) C2) •00 credit to your account,
4. Mortgages/Notes Receivable (Schedule D) C3) •00 submit the upper portion
C4) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8, •00 tax payment.
6. Jointly Owned Property (Schedule F) 18 9.82
7. Transfers (Schedule G) (6) 40,980.00
c7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: cB) 49,169 82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C9) S 0? 7 n0
clo) .00
11. Total Deductions
12• Net Value of Tax Return C11) 8,027.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C12) 4 1,14 2.82
14. Net Value of Estate Subject to Tax C13) .00
NOTE: If an assessoent was issued previously, lines 14, 15 and/or 16,1417, 18 and'192wi11
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate (15) ~ `~ ~ X 00 •00
17. Amount of Line 14 at Sibling rate (16) 47 ) ~~ ~~ x 045 =
c17) 1,851 43
18. Amount of Line 14 taxable at Collateral/Class B rate C18) nD X 12 .00
19. Principal Tax Due ' 00 X 15 = . 00
TAX CREDITS: c19)° 1,851.43
PAYMENT e~..~..,_
DATE +++~~uunr C+)
NUMBER INTEREST/PEN PAID (_)
09-21-2010 CD013395
06-29-2011 CD014644 •00
10-17-2011 SBADJUST •00
.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
,~uu.uU
351.43
3.11
TOTAL TAX PAYMENT
1,851.43
BALANCE OF TAX DUE
.00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
.~
REV-1470 E~X (01.10)
~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
Ellen M. My@rS FILE NUMBER
REVIEWED BY 2110-0637
Destiny S.R. Brown AcN
ITEM 101
SCHEDULE NO.
EXPLANATION OF CHANGES
Total on Schedule H was not correctly carried forward to recapitulation page.
ROW
Pape 1