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HomeMy WebLinkAbout04-13-12 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ~(j { ~-+rNO-_?~'~i~ INHERITANCE TAX pennsylvan~a t~ M ,~ A~'~F~I~AISEY}E~N`''~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~ ~`" `"bf'-II~I1UCfix~OlVS AND ASSESSMENT OF TAX REV-1547 EX AFP (1z-11) f. •~ ~ ~, (i V t I! Imo.' ~... J _nn n.- ~~7 ul rig ~~., , , RONALD E JOHNSON ESQ 78 W POMFRET ST CARLISLE PA 17013-3216 DATE 04-09-2012 ESTATE OF MYERS HELEN L DATE OF DEATH 10-22-1999 FILE NUMBER 21 11-0043 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-08-2012 (See reverse side under Objections) Awount Rewitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- ~1 RETAIN LOWER PORTION FOR YOUR RECORDS (-~ -------------------- ----------------------------------------------- REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MYERS HELEN LFILE N0.:21 11-0043 ACN: 101 ----------------- OR DATE: 04-09-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) (2) ,QO 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) .00 of this form with your tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) .00 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00 11. Total Deductions (11) .00 12. Net Value of Tax Return (12) .00 13. Charitable/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) .00 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 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 C16) _00 X 06 = .00 17. Amount of Line 14 at Sibling rate C17) _00 X 0 0 = .00 18. Amount of line 14 taxable at Collateral/Class B ra te (18) .00 X 15 - .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~