HomeMy WebLinkAbout03-10-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 R E C 0 R 2_-7 D,
R E'C''S-T 1-Is DATE 03-09-2015
ESTATE OF MEYERS BARBARA G
701, ri'R 10 DATE OF DEATH 01-16-2014
FILE NUMBER 21 14-0079
C LE," 7 COUNTY CUMBERLAND
DINNER ESQ M ACN 101
3117 CHESTNUT APPEAL DATE: 05-08-2015
CAMP HILL
Mm�'P4 1701-1-4529 (See reverse side under Objections)
-
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 +-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEYERS BARBARA GFILE N0. :21 14-0079 ACN: 101 DATE: 03-09-2015
TAX RETURN WAS.- C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 172,000.00 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,725.00
6.
Jointly Owned Property (Schedule F) (6) 19,692.07
7. Transfers CSchedule G) (7) 123,894.91
8. Total Assets 330,311.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21,014.71
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 72,062.69
11. Total Deductions (11) 93,077.40
12. Net Value of Tax Return (12) 237,234'58
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (15) .00
14. Net Value of Estate Subject to Tax (14) 237,234.58
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) 237,214-RR x 045 = 10,675.56
17. Amount of Line 14 at sibling rate (17) -n0 1 X 12 = .00
18. Amount of Line 14 taxable at collateral rate Cis) .00 x 15 = .00
19. Principal Tax Due (19)= 10,675.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-07-2014 tM18988 394.74 7,500.00
10-20-2014 CDO19804 .91- 31000.00
TOTAL TAX PAYMENT 10,893.83
BALANCE OF TAX DUE 218.27CR
INTEREST AND PEN. .00
TOTAL DUE 218.27CR
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.