HomeMy WebLinkAbout07-10-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 200601
HARRISBURG PA 1T120-0601
LINDA R METZGER
816 W FOXCROFT DR
CAMP HILL PA
fi~ [[(`j'@!~ RITANCE TAX Pennsylvania ~
APPRA~~~,~.rP~Y~CE OR DISALLOWANCE DEPARTMENTOFREVENUE
OF HCITI9MS~ g ASSESSMENT OF TAX RFV-1s47 EX AFP (12-11)
2012 JUL 10 PM 12~ ~ DATE 07-02-2012
ESTATE OF METZGER SR JACK G
'~~~~'~~~~'',VJ~~~ DATE OF DEATH 07-15-2011
~~S ~+WMN~HT FILE NUMBER 21 11-0839
~~ W., PA COUNTY CUMBERLAND
ACN 101
APPEAL DATE: OS-31-2012
17 O 1 1 - 1845 ( 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 (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: METZGER SR JACK GFILE N0.:21 11-0839 ACN: 101 DATE: 07-02-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B7 (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OD
4. Mortgages/Notes Receivable (Schedule D) (47 .00
5. Cash/Bank Deposits/Misc. Personal Property (Schetlule E) (5) 6.300 .00
6. Jointly Owned Property (Schedule F) (5) 97,259 .28
7. Transfers (Schedule G7 (7) - .00
NOTE: To ensure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
8. Total assets (B) 103.559.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (97 7.930.39
10. Debts/Mortgage Liabilities/Liens (Schetlule I7 (10) 90.18
11. Total Deductions (117 8.020 .57
12. Net Value of Tax Return (12) 95.538 .71
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schetlule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 95.538 .71
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fi8ures that include the total of ALL returns assessed to tlate .
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rata (157 93,334.71 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (I6) 7.704.00 X 045 = 99 .18
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due (19)= 99 .18
TAX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+7
INTEREST/PEN PAID (-)
AMOUNT PAID
LO-03-2011 (0015033 4.96 257.11
TOTAL TAX PAYMENT 262.07
BALANCE DF TAX DUE 162.89CR
INTEREST AND PEN. .00
TOTAL DUE 162.89CR
~ 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.