HomeMy WebLinkAbout11-23-11NOTICE OF INHERITANCE TAX pennSy~Vdnla ~ ;
rAPP~RAI'~ F1~NT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXE~~_~' '~ ~, DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION i 1`OF,.~~~.UCTION$ AND ASSESSMENT OF TAX REV-1547 IX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
- - DATE ]11-14-2011
"`~ t ~ ESTATE OF MYERS CHARLES A
DATE OF DEATH ].0-02-2010
-_~,,
_ FILE NUMBER 21 10-1096
(, ~ ~ ~ - COUNTY [:UMBERLAND
JAMES D BOGAR ~ ; ; ., ACN ]. O 1
ONE WEST MAIN ~~ APPEAL DATE: 01-13-2012
SH I REMANSTOWN PA 17011 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OFD WILLS
1 COURTHOUSE SQUARE
CARLISLE F'A 17013
CUT ALON_6 THIS LINE ---- ~ R_ETA_IN LOWER POR_TIDN_ FOR YOUR RECORDS E- _ ________
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS CHARLES AFILE N0.:21 10-1096 ACN: 101 DATE: 11-14-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 113,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) '9,167.88
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 123.067.88
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 3b.548.
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 36,548.22
12. Net Value of Tax Return (12) 86,519.b6
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 86,519.66
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
12-30-2010 CD013836
07-22-2011 CD014751
.00
(15) .00 X
C16) R6.r,19.66 X
C17) ~~ X
(18) .00 X
AMOUNT PAID
00 = .00
045 = 3,893.38
12 = .00
15 = .00
(19)= 3,893.38
4,275.00
330.00
TOTAL TAX PAYMENT 4,799.67
BALANCE OF' TAX DUE 906.29CR
INTEREST AND PEN. .00
TOTAL DUE 906.29CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED ~1S A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIO N