HomeMy WebLinkAbout03-19-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
THOMAS W SHSIELDS VP
FULTON BANK NA
PO BOX 3215
NOTIC,F~rQF ~~HERITANCE TAX pennsyLvania '' 3~
APF~I~$~1#~!-i~p1JdL~ANCE oR DISALLOWANCE DEPARTMENT OF REVENUE
O~EA~~[1~T,~I~If.S` Id~ID ASSESSMENT OF TAX
,,, ~,;, ,, REV-1547 IX AFP C12-11)
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~ DATE 03-12-2012
ESTATE OF MYERS VIRGINIA D
C~F~'.'r`, (~~ DATE OF DEATH 12-14-2010
Q~G~,~h,~'S ;;,";I~rr FILE NUMBER 21 10-1267
C~~~1~~'-~~~nr. ~ ,, (•^ ~~,~ COUNTY CUMBERLAND
LANCASTER PA 17604-3215
ACN 101
APPEAL DATE: 05-11-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS 1--~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS VIRGINIA DFILE N0.:21 10-1267 ACN: 101 __
-
OR
DATE: 03-12-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To e
2.
Stocks and Bonds (Schedule B)
I2)
,00 nsure 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)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,4 05.8 9
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 993, 695.61
B. Total Assets (8) 1.003.101.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 30.37 7.86
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 8,274.36
11. Total Deductions C11) 38,652.22
12. Net Value of Tax Return X12) 964,449.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 964,449.28
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 64, 014.97 x 00 - . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 90(1.434.31 x 045 = 40,519.54
17. Amount of Line 14 at Sibling rate C17) 0 0 =
. X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= 40,519.54
TAX CREDITS:
rn,ntni RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-10-2011 CD014116 1,789.47 34,000.00
09-09-2011 CD014953 .00 4,730.07
TOTAL TAX PAYMENT 40,519.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.