HomeMy WebLinkAbout05-22-12r ~i Zr' ~y! ~0'T~~ INHERITANCE TAX Pennsylvania ~ _` r
BUREAU OF INDIVIDUAL TAXES ARt`~'~ M~NT~{ LbWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION [4~ 1l~bU'Ci''Y~~ AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
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MARK D HIPP ESQUIRE
3401 N FRONT ST
HARRISBURG PA 17110-1462
DATE 05-14-2012
ESTATE OF MYERS DORIS L
DATE OF DEATH 04-06-2011
FILE NUMBER 21 11-0456
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-13-2012
(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 DORIS LFILE N0.:21 11-0456 ACN: 101 DATE: 05-14-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE O
F RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 139,900
00
2. Stocks and Bonds (Schedule B) . NOTE: To ensure proper
(2) .00 credit to 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) .
1,606.99 tax payment.
6. Jointly Owned Property (Schedule F) (6) 601.17
7. Transfers (Schedule G) C7) 10, 150.00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• C8) 152,258 16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 18.9 9
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 141,125 27
11. Total Deductions
12.
Net Value of Tax Return (11) 160,120.61
13.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sched
l (12) 7,862.45-
14. u
e J)
Net Value of Estate Subject to Tax (13)
.00
C14) _ 7,862.45-
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 17
reflect figures that
include the total
of ALL ,
returns , 18 and 19 will
ASSESSMENT OF TAX: assessed to date.
15. Amount of Line 14 at Spousal rate C15) 00 00 =
16.
Amount of Line 14 taxable at
Lineal/Class A rate
(16) .
X
r
00 .00
17.
Amount of Line 14 at Sibling
rate ,
00 x 045 =
22.50
18.
Amount of Li C17) n0 X 12 = .00
ne 14 taxable at Collateral/Class B ra te (18) 00 15 -
19. Principal Tax Due .
X - .00
TAX CREDITS:
C19)=
22.50
r,arrv~rvi RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
1-07-2011 CD015186 .00
22.50
TOTAL TAX PAYMENT 22.50
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" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.