HomeMy WebLinkAbout04-30-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ?Sr; i ~f'#~RAI~S~;M~r ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -. DF D~ ~ ONS AND ASSESSMENT DF TAX
PO BOX 280601 - ~ ~ - ~•
HARRISBURG PA 17128-0601 - '
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~~"+F, (~ rs~ ] DATE 04-23-2012
ESTATE OF MESSICK BETTY A
DATE OF DEATH 07-18-2010
CL~Rf '~,-
FILE NUMBER 21 11-0530
+ ,
COUNTY CUMBERLAND
EDMUND G MYERS CI,)I~~R-i?i ~~'~'~I(~ !~,'1 D,~ ACN 101
301 MARKET ST APPEAL DATE: 06-22-2012
P 0 B OX 10 9 ( See reverse side under Objections )
LEMOYNE PA 17D43-0109 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 ~
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MESSICK BETTY AFILE N0.:21 11-0530 ACN: 101 DATE: 04-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
cl) 149,200.00
c2) 727.38
c3) .00
(4)
.00
C5) 20,799.67
c6) 16,071.68
c7) 22, 987.18
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form witt your
tax payment.
8. Total Assets c8) 209,785.91
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 13.942.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5.844.27
11. Total Deductions C11) 19,786.87
12. Net Value of Tax Return (12) 189,999.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 189,999.04
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:
c15) .00 x 00 - .00
c16) 189.999.04 x 045 = 8,549.96
c17) . nn x 12 = .00
(1B) oo X 15 = . ou
n9)= 8,549.96
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-28-2011 CD015141 134.79- 8,684.75
04-16-2012 SBADJUST .00 .52
TOTAL TAX PAYMENT 8,549.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL 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.