HomeMy WebLinkAbout02-09-15 z_L_
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CC NOTICE OF INHERITANCE TAX 1: 5 ,I pennsyLvania
qt4,bi APPRAISENENT, ALLOWANCE OR DISALLOWANCE
AL. TA DEPARTMENT OF REVENUE
BUREAUR V11)*U OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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HARRISBURG PA 17128-0601
IFE5 9 F)m Qb DATE 02-09-2015
ESTATE OF MYERS DOROTHY L
C LEE'. F DATE OF DEATH 01-15-2014
ORPHMNS' FILE NUMBER 21 14-0329
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'_ _ril & '' COUNTY CUMBERLAND
GF)_R S-E S Q U I 'ELYSE E ACN 101
SAIDIS SULLIVAN STE 400 APPEAL DATE: 04-10-2015
635 N 12TH ST STE 4 (See reverse side under Objections)
LEMOYNE PA 17043-1247 Amount Remittedl
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MYERS DOROTHY LFILE NO- :21 14-0329 ACN: 101 DATE: 02-09-2015
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) C2) .00 credit to your account,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,336.43
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 948P818.73
8. Total Assets (8) 978,155.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 40,947.69
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 27,741 .74
11. Total Deductions (11) 68,689.43
12. Not Value of Tax Return (12) 909,465.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 .000.0 0
14. Net Value of Estate Subject to Tax (14) 908,465.73
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) 90R,449;-73 x 045 = 40,880.96
17. Amount of Line 14 at sibling rate C17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00
19. Principal Tax Due (19)= 40,880.96
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-09-2014 CD018995 2,044.05 39,500.00
TOTAL TAX PAYMENT 41,544.05
BALANCE OF TAX DUE 663.09CR
INTEREST AND PEN. .00
TOTAL DUE 663.09CR
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.