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HomeMy WebLinkAbout05-14-15 NOTICE OF INHERITANCE TAX pennsylvania BUREAU OF IND VI{�Ul}L T� fig- APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ; DEPARTMENT OF REVENUE INHERII�# �A DV-1SU NFf fV OF OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (11-14) PO BOX �p0 1 HARRISBUR, FTE.hY?8.0601 , WILLS Pn 12 18 DATE 05-11-2015 ESTATE OF MYERS DOROTHY E DATE OF DEATH 10-08-2012 �L�r' Cr., FILE NUMBER 21 12-1131 RPHAF=S' C0'_'�j COUNTY CUMBERLAND D �IEni ESQ, WILLIAM S ACN 101 '.2'05` APPEAL DATE: 07-10-2015 1 W HIGH ST (See reverse side under Objections) CARLISLE PA 17013-2951 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 4-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: MYERS DOROTHY EFILE NO. :21 12-1131 ACN: 101 DATE: 05-11-2015 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) 500.00 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) 41212.28 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) _ 4,712,28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 4,212.8 2 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 51 ,218.49 11. Total Deductions (11) 55,431 .31 12. Net Value of Tax Return (12) 50,719.03- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 50,719.03- 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) -nn x 045 = .00 17. Amount of Line 14 at sibling rate (17) nn X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX PAYMENT .00 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.