HomeMy WebLinkAbout04-13-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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RONALD E JOHNSON ESQ
78 WEST PROMFRET STREET
CARLISLE PA 17013-1945
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DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-11)
DATE 04-09-2012
ESTATE OF MYERS MERVIN L
DATE OF DEATH 10-12-2009
FILE NUMBER 21 10-1169
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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CUT ALONG THIS LINE ~--) RETAIN LOWER PORTION FOR
------------------------------------------ YOUR RECORDS F~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPR --------------------
AISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS MERVIN LFILE N0.:21 10-1169 ACN: 101 DATE: 04-09-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.0 0 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 71 , 697.80
8. Total Assets (e) 71.697.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 1,017. 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 10,725.60
11. Total Deductions (11) 11,743.17
12. Net Value of Tax Return (12) 59,954.70
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 59,954.70
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect 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 (16) ~i9 . 9 4 _ 70 x 045 = 2, 697.96
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 2,697.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-14-2011 CD015068 .00 2,697.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-15-2011 TOTAL TAX PAYMENT 2,697.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. 114.54
TOTAL DUE 114.54
• 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.