HomeMy WebLinkAbout07-02-12NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~,,-/C J~ ( , ~~ ~ r~-~
INHERITANCE TAX DIVISION i `r t,G~~.i'~~',.'~~~ON$ AND ASSESSMENT OF TAX
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MOUNT WOLF PA 17347-9655
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-25-2012
ESTATE OF MYERS WILLIAM L
DATE OF DEATH 11-07-2010
FILE NUMBER 21 10-1168
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-24-2012
(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 ~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS WILLIAM LFILE N0.:21 10-1168 ACN: lnl ner~. nc_~~_~ni~
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 122,500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9,924.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 102, 021.12
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) ~7) .00
8. Total Assets (8) 234 , 445.12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 34,8 00.8
10. Debts/Mortgage liabilities/Liens (Schedule I) C10) 4 0.8 90.29
11. Total Deductions C11) 75,691.14
12. Net Value of Tax Return I12) 158,753.98
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 158.753.98
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d 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 C16) 1 r,8 .7 x.98 x 045 = 7, 143.93
17. Amount of Line 14 at Sibling rate (17) n0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due C19)= 7, 143.93
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
02-04-2011 CD013986 263.16 5,000.00
07-27-2011 CD014775 .00 2,000.00
TOTAL TAX PAYMENT 7,263.16
BALANCE OF TAX DUE 119.23CR
INTEREST AND PEN. .00
TOTAL DUE 119.23CR
* 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. ,~(1--~