HomeMy WebLinkAbout09-24-12+ ~
NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL T ~ ~ IMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION p[/'~ .,rn ~:~ . DUCTIONS AND ASSESSMENT OF TAX REV-1547 EX APP (12-11)
PO BOX 280601 f}C.l.~ly ~ `~ { t~,i} 4'' ~ i ,J
HARRISBURG PA 17128-0601
?~!2 SEP 24 PM i ~ 39 DATE 09-17-2012
ESTATE OF MYERS RUTH N
DATE OF DEATH 04-23-2011
:..t:~.~~'~ •'~ FILE NUMBER 21 11-0728
~ ~GUR~ COUNTY CUMBERLAND
JOHN JAMES (~(~~ CO., PA ACN 101
230 YORK ST APPEAL DATE: 11-16-2012
HANOVER PA 17331 (See reverse side under Objections)
Amount Remftted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --) R_ETA_IN LOWER POR_TION
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: MYERS RUTH NFILE N0 .:21 11-0728 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 119, 000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 379,794.55
6. Jointly Owned Property (Schedule F) (() .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 498.794.55
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)_ 38.096.T6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 10,4 59.74
11. Total Deductions (11) 48,556.00
12. Net Value of Tax Return C12) 450,238.55
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) C13) 5,000.00
14. Net Value of Estate Subject to Tax (14) _ 445.238.55
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
07-19-2011 CD014735 3,339.29
(15) .00 x 00 = .00
(16) _ oo x 045 = .00
cla) 445,238.55 x 15 = 66,785.78
(19)= 66, 785.78
AMOUNT PAID
TOTAL TAX PAYMENT 71,339.29
BALANCE OF TAX DUE 4,553.51CR
INTEREST AND PEN. .00
TOTAL DUE 4,553.51CR
~ 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. ,~(~
REV-1470-€X (01-~~
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~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
REVIEWED
Ruth N. Myers
Destiny S.R. Brown
2111-0728
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Applied assets and debts from supplemental return onto the original return.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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