HomeMy WebLinkAbout10-28-13 RLCC ;r• r C' NPTICg.OF INHERITANCE TAX pennsylvania
,. __ .APPRAISEMEN,T ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ,( , > ; .OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT Of REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601 .'� �•�; p
DATE 10-28-2013
CLERK ESTATE OF MYERS SR PAUL E
C.. "5' C DATE OF DEATH 02-01-2013
C ,.: �rt L,.:l 7 , "A
FILE NUMBER 21 13-0156
COUNTY CUMBERLAND
GREGG HAMM ACN 101
PO BOX 8300 APPEAL DATE: 12-27-2013
CAMP HILL PA 17001-8300 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP COB-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS SR PAUL EFILE N0. :21 13-0156 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 162,320.00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule L) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 40,312.00
6. Jointly Owned Property (Schedule F) (6) 6,554.00
7. Transfers (Schedule G) (7) 622,960.00
8. Total Assets (8) 832.146.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 15.043.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 5,214.00
11. Total Deductions (I1) 20,257.00
12. Net Value of Tax Return (12) 811,889.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 811,889.00
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 (15) . 00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate - (16) R11 .RR9. n0 X 045 = 36,535.00
17. Amount of Line 14 at sibling rate (17) - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 36,535.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-26-2013 CDO17513 1 ,815.79 34,500.00
08-09-2013 CDO18009 . 00 219.00
10-21-2013 SBADJUST . DO .21
TOTAL TAX PAYMENT 36,535.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE /1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.