HomeMy WebLinkAbout03-16-15 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX �` DEPARTMENTF REVENUE
INHERITANCE TAX DIVISION �� REV-1547 EXXAFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601 0�-, �J
DATE 03-16-2015
ESTATE OF MEYERS JACQUES D
10115 � II Io �� �r r1 DATE OF DEATH 04-11-2014
_ FILE NUMBER 21 14-0370
COUNTY CUMBERLAND
LENOX CtRIDJ;,,iDAViD • - -J ACN 101
STE 3 }1.,+ APPEAL DATE: 05-15-2015
8 TRI S AV DR' " (See reverse side under Objections)
DILLSBURG PA 17019-1638 Amount Remitted
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 ♦�
-------------------------------------------------------------------------------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: MEYERS JACQUES DFILE NO. :21 14-0370 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 671,084.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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 (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,500,735.26
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 2,171 ,819.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,843.85
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12,543.74
11. Total Deductions (11) 45,387.59
12. Net Value of Tax Return (12) 2,126,431 .67
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 2,126,431 .67
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) 2,125,431 -47 X 045 = 95,644.43
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 1 '000.00 X 15 = 150.00
19. Principal Tax Due (19)= 95,794.43
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-03-2014 CDO19389 4,473.68 85,000.00
09-30-2014 CDO19741 .00 6,320.75
TOTAL TAX PAYMENT 95,794.43
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 CCR), YOU MAY BE DUE �\
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.