HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601 RECORDED OFFICE OF
HARRISBURG PA 17128-0601 REU�S�?��� �� WILLS U J DATE 12-29-2014
?0'14 DEC 29 PM �� 26 ESTATE OF MYERS NANCY A
J U DATE OF DEATH 03-04-2013
FILE NUMBER 21 13-0908
� � ()F COUNTY CUMBERLAND
BEAR ORPNJJ00)�VE40'PR T ACN 101
22 SHEPHEgPJfftDERLA;'D .r° ', APPEAL DATE: 02-27-2015
N E WV I L L E PA 17 241-11 2 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS _LINE _ -♦ R_ETA_IN LOWER PORTION _ FOR YOUR RECORDS �_ _______________
REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS NANCY AFILE NO. :21 13-0908 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 133,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 133,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 7,000.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 7,000.00
12. Net Value of Tax Return (12) 126,000.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 126,000.00
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) I2A.nnn _nn X 045 = 5,670.00
17. Amount of Line 14 at sibling rate C17) nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,670.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 5,670.00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 188.30
TOTAL DUE 5,858.30
* 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 FOR INSTRUCTIONS.
REV-1470 EX(01-10) !
INHERITANCE TAX
pennSytvanla EXPLANATION
DEPARTMENT OF REVENUE
OF (;RANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG,PA 10
DECEDENT'S NAME FILE NUMBER
Nancy A Myers 2113-0908
REVIEWED BY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 1-2 The Department has separately billed the Citizens Bank accounts to the joint owners per the
estate requests.
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