HomeMy WebLinkAbout04-20-07 (2)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAtSEMENT', ALLOWANCE OR DISALLOWANCE
OF DEDUCTIdNS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP <06-05}
DATE 04-23-2007
ESTATE OF OBRIEN ROBERT
DATE OF DEATH 12-05-2006
FILE NUMBER 21 07-0113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-22-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OBRIEN ROBERT L FILE NO. 21 07-0113 ACN 101 DATE 04-23-2007
; .
. O~
. '
L
.; i , J ~
ROBERT L OBRIEN
18 E OAKWOOD DR
CARLISLE
PA 17015
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
13,420.00
.00
50,000.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
63,420.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
7,015.00
.00
(11)
Cl2)
Cl3}
Cl4)
7.0Pi DO
56,405.00
.00
56,405.00
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
Cl5) .00 X 00 .00
(16) 56,405.00 X 045 = 2,538.00
Cl7) .00 X 12 = .00
(18) .00 X 15 = .00
Cl9)= 2,538.00
TAX CR~DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-05-2007 CD007776 126.90 2,412.00
TOTAL TAX CREDIT 2,538.90
BALANCE OF TAX DUE .90CR
INTEREST AND PEN. .00
TOTAL DUE .90CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
< IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D1UE Cl
A 1>10 10 II loin <:1010 I>I"VI"I><:I" C::Tnl" nl" TIHC:: I"nl>M I"nl> TIoIC::TI>III'TTnlol<: 't\f\