HomeMy WebLinkAbout02-22-13BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
RECQRCF~ E~FFiCE QF
REGISTER OF I~.S
'13 FEB 2~ Pfd 12 ~S
JOHN JAMES MOONEY III ~`~FR~ QF
230 YORK ST ORPHANS' C4~1RT
HANOVER ~~~~~7pi~}., P'A
C1) .00
C2) .00
C3) . 00
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 0F: MYERS RUTH NFILE N0.:21 11-0728 ACN: 101 DATE: 02-18-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest tSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
C4) .00
Cs) .00
C6) .00
C7) .00
~. .
~R~~. pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Ca) .00
c9) .00
Clo) .00
11. Total Deductions C11) .0 0
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 445,238.55
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) - ~~ x 045 = . 00
17. Amount of Line 14 at sibling rate C17) •~ ~ X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) 445, 238.55 X 15 = 66:785.78
19. Principal Tax Due C19)= 66, 785.78
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-19-2011 CD014735 3,339.29 68,000.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 02-18-2013
ESTATE OF MYERS RUTH N
DATE OF DEATH 04-23-2011
FILE NUMBER 21 11-0728
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-19-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 71,339.29
BALANCE OF TAX DUE 4,553.51CR
INTEREST AND PEN. .00
TOTAL DUE 4,553.51CR
IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.