HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION T REV-1547 EX AFP (11-14)
OX 280601 RECORDE T I C-F U
PO 0 D OF
HARRISBURG PA 17126-0601 REGISTEn� OF VULS
DATE 12-29-2014
z014 01EC 29 pl' 12 24 ESTATE OF MYERS GEORGE F
DATE OF DEATH 11-15-2013
CLE-:, CIF FILE NUMBER 21 14-0018
R
COUNTY CUMBERLAND
0 P b-S' C")"--
BACHMAN -FRIED ACN 101
FULTON BANkWA- _ APPEAL DATE: 02-27-2015
PO BOX 3215 (See reverse side under Objections)
LANCASTER PA 17604-3215 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS GEORGE FFILE N0. :21 14-0018 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED 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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 30,000.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3,580.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 505,327.54
8, Total Assets (8) 538,908.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 27,897,26
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,8 33.10
11. Total Deductions (11) 33,7'30.34
12. Net Value of Tax Return (12) 505,178.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 505,178.11
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) Rflg;.I 7R- I I x 045 = 22,733.02
17. Amount of Line 14 at sibling rate (17) . 00 , x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 22,733.02
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
02-11-2014 CDO18755 1,126.32 21,400.00
07-01-2014 CDO19382 .00 206.70
TOTAL TAX PAYMENT 22,733#02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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.