HomeMy WebLinkAbout11-09-09 COMMONWEALTH OF PENNSYLVANIA
I~E~I~R~~F{-MT OF REVENUE
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION k,~tPbA~{S~~M~~T,~,~~-~I~pWANCE OR DISALLOWANCE
b`EbU TIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-06D1
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REV-1547 EX AFP CO1-09)
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DATE
~ 11- 02-2009
ESTATE OF OBERMAN ELVIE M
~}'C ~~ DATE OF DEATH
~',L~ 02-05-2009
,
('~~~~`~ ~~~~~ FILE NUMBER 21 09-0186
~~~~~~}~r .,'a'~~ ~~~~~ ~~' COUNTY CUMBERLAND
JAN L BROWN ACN 101
J L BROWN K ASSOC APPEAL DATE: 01-01-2010
8 4 5 S I R THOMAS C T 12 (See reverse side under Objections
HARRISBURG PA 17109 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 OBERMAN ELVIE M FILE N0. 21 09-0186 ACN 101 DATE 11-02-2009
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)
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 tSchedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cl) .00
c2) .00
c3) .00
c4) .00
c5) 8 , 912.97
c6) .00
c7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 8, 912.97
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,362.87
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.5 5 0 .10
11 . Total Deductions tll) ~ • 9 1 " 97
.0 0
12. Net Value of Tax Return C12) .0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
.0 0
14. Net Value of Estate Subject to Tax C14)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •0 0 X 1 5 = .0 0
19. Principal Tax Due C19)= .0 0
PA M NT
DATE ECEIPT
NUMBER DI COUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)