HomeMy WebLinkAbout05-04-12~~-(;~ ~'_. ~ -~-i y~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ap'~~ISE•P~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~- '- --~'Of D~Dd~TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK ~~~
ORPHh'~'S ~~vRT
ANTHONY L DELUCA ESQ
113 FRONT ST
PO BOX 358
BOILING SPRINGS PA 17007-9418
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pennsylvarna ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 04-30-2012
ESTATE OF MYERS JACQUELIN V
DATE OF DEATH 08-09-2011
FILE NUMBER 21 11-0881
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(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 E~
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REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _
----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: MYERS JACQUELIN VFILE N0.:21 11-0881 ACN: 101 DATE: 04-30-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
~1)
2. Stocks and Bonds (Schedule B) (2) .00
18
136
76
NOTE: To ensure proper
credit t
,
. o your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
C4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .
104,8 35.72 tax payment.
6. Jointly Owned Property (Schedule F) C6) 13,447.38
7. Transfers (Schedule G)
~7) .0 0
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: ~$) 136.419 86
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ]7
~q)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .881 69
391.04
11. Total Deductions
12• Net Value of Tax Return cll) 12,272.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l C12) 124, 147.13
u
e
14. Net Value of Estate Subject to Tax J) (13)
.00
(14) 124,147.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17
reflect figures that include the total of ALL returns , ,
o and 19 will
ASSESSMENT OF TAX: assessed to d t
15. Amount of Line 14 at Spousal rate C15) 00
00 =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 94 .
X
1 47 • 00
.
17. Amount of Line 14 at Sibling rate ] ~ X
045 = 5,586.62
(17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18) ~0 X 12
00
15 =
=
19. Principal Tax Due .
X .00
TAX CREDITS:
c19)= 5,586.62
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOU NT PAID
11-07-2011 CD015183 279
33
. 5,307.29
TOTAL TAX PAYMENT 5,586.62
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), YDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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