HomeMy WebLinkAbout01-04-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2801i0l
HARRISBURG PA 17128-01i0l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,q.,~,~,-,-,r1'<<lTICJ;irllF 1RHERITANCE TAX
'~PPR.hSE"~T , AUOWANCE OR DISALLOWANCE
,:6.F' DEriUCTi:ON~AND ASSESSMENT OF TAX
, 1_ _ .... .o"
*'
REV-1547 EX AFP (01i-05)
P1112: 3J:1ATE 12-24 -2007
ESTATE OF OPPEL HOWARD M
DATE OF DEATH 05- 07 -2005
FILE NUMBER 21 05-0690
COUNTY CUMBERLAND
ACN 501
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
A.ount 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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OPPEL HOWARD M FILE NO. 21 05- 0690 ACN 501 DATE 12-24-2007
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RICHARD L PLACEY
PLACEY & WRIGHT
3631 N FRONT ST
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PA 17110
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: LITIGATION
Stocks and Bonds (Schedule B)
RETURN
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
21,184.14
.00
.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
21,184.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
CIa)
.00
.00
(11)
CI2)
CI3)
CI4)
.00
21,184.14
.00
21,184.14
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
RE S:
AYM N
DATE
09-07-2007
CIS)
CI6)
CI7)
(18)
.00 X
21,184.14 X
.00 X
.00 X
00
045 =
12 =
15 =
NOTE:
CI9)=
.00
953.29
.00
.00
953.29
RECEIPT
NUMBER
CD008647
DI CO N (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
953.29
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
953.29
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~ J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)