HomeMy WebLinkAbout05-22-12~ ~~ ~ ,
~t ..;. , , N;QI~~C~OF INHERITANCE TAX Pennsylvania ^rr~ "
BuREau DF INDIVIDUAL TaxES i.i'~P~/°~s,~M~MT~ ALLOWANCE OR DISALLOWANCE
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF'' I~DUCtYONS AND ASSESSMENT OF TAX
PO BOX 2806D1 REY-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 1f, ,~ ,,, a
DATE 05-14-2012
- ESTATE OF MYERS MARIE A
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Cr F ~, ~J , `J i(
DATE OF DEATH 03-04-2011
t dnr- , f., FILE NUMBER 21 11-0344
C~~IwLy~FL,tvy(j ~,Q,~ P~ COUNTY CUMBERLAND
HAMILTON C DAVIS ACN 101
20 E BURD ST APPEAL DATE: 07-13-2012
SHIPPENSBURG PA 1 7257-1 328 (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 t~ _
-------------------- ----------------------- ___
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS MARIE AFILE N0.:21 11-0344 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 145, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 20,64 0.41 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 294,920.61
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) ~7) 138,399.10
8. Total Assets
c8) _ 598,960.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 21 346 ~2
10. Debts/Mortgage Liabilities/liens (Schedule I) (10) 8,699.57
11. Total Deductions
12. Net Value of Tax Return C11) 30, 045.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts 112)
(Schedule J) 568, 914.23
14. Net Value of Estate Subject to Tax (13) .00
C14) 568,914.23
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16
17 18
reflect figures that include the total of ALL ,
,
returns assessed to d and 19 will
ate
ASSESSMENT OF TAX: .
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) r,68.9]4
2~ x 045 = .
17. Amount of Line 14 at Sibling rate . 25,601.14
C17) -~0 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 00
15 =
19. Principal Tax Due .
X .00
TAX CREDITS:
c19)=
25,601.14
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-04-2011 CD014425 1
280
06
,
. 24,944.00
TOTAL TAX PAYMENT 26,224.06
BALANCE OF TAX DUE 622.92CR
INTEREST AND PEN. .DO
TOTAL DUE 622.92CR
* 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.