HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG IPA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Q~ DEDUCTIONS AND ASSESSMENT OF TAX
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HARRY L BRICKER JR ATTY
407 N FRONT ST
HBG PA 17101
REV-1547 EX AFP (06-05)
DATE 10-06-2008
ESTATE OF OCONNOR PAUL J
DATE OF DEATH 10-14-2006
FILE NUMBER 21 08-0345
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(See reverse side under Objections
Amount Remitted-~ ~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALOING THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~'- --------------
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE ~DF OCONNOR PAUL J FILE N0. 21 08-0345 ACN 101 DATE 10-06-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) C2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 3,8 35.84
6. .Jointly Owned Property (Schedule F) C6) .00
7. lfransfers (Schedule G) (7) .00
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
43,835.84
APPROVED DEDUCTIONS AND EXEMPTIONS:
20,916.52
9. F=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions (11) 90 .91 6. F
12. Net Value of Tax Return C12) 22,919.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 22, 919.32
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Ilmount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 22, 919.32 X 045 = 1 , 031.37
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due C19)= 1,031.37
TAY PD CIITTC.
~~`PAYME'NT~~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-11-2008 CD010012 76.62- 1,108.77
TOTAL TAX CREDIT 1,032.15
BALANCE OF TAX DUE .78CR
INTEREST AND PEN. .00
TOTAL DUE .78CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE r