HomeMy WebLinkAbout09-28-09BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
,..DEPARTMENT OF REVENUE
~ NOTICE OF INHERITANCE TAX
TAXES gppRA2SEMENT, ALLOWANCE OR DISALLOWANCE
_-~ ~~ - OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOHN C OSZUSTOW~~'Z (p
J C OSZUSTOWICZ LAW OFC
104 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 09-21-2009
ESTATE OF OLMSTEAD BARBARA C
DATE OF DEATH 07-20-2008
FILE NUMBER 21 08-0798
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-20-2009
(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 ALONG THIS LINE ~• RETAIN LOWER PORTION FOR YOUR RECORDS •~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OLMSTEAD BARBARA C FILE N0. 21 08-0798 ACN 101 DATE 09-21-2009
TAX RETURN WAS: (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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
(1) 318, 000.00 NOTE: To insure proper
C2) 169.323.63 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
I5) 292 , 337.74
c6) 145.74
cn 22,568.46
~$) 802,375.57
33,369.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.058 .23
11 . Total Deductions (11) 3~ , 4?7 - F:
12. Net Value of Tax Return C12) 766,948.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 766,948.05
NOTE: If an assessment was issued previously, l ines 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. Amount of Line 14 at Spousal rate ~lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 766,948.05 X 045 = 34,512.66
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 34,512.66
Twv rornrTr.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-09-2008 CD010391 1,631.74 31,003.00
04-20-2009 CD011128 .00 1,877.66
09-14-2009 SBADJUST .00 ,27
TOTAL TAX CREDIT 34,512.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE\h~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) `"~~"/