HomeMy WebLinkAbout11-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~_ ' NOTiG;E' OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
=- - ~- -OAF ~DEDUCTLONS AND ASSESSMENT OF TAX
~~v~',7C3~' ~3~#~ ! f ~ 17
~;i ~~'~ '
_ ~~
h' '',~.
THOMAS J AMY
2323 E DAKOTA AVE
DENVER CO 80209
REV-1547 EX AFP (01-09)
DATE 11-16-2009
ESTATE OF ODONNELL JR THOMAS E
DATE OF DEATH 03-05-2008
FILE NUMBER 21 08-0648
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-15-2010
(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 ~
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ODONNELL JR THOMAS E FILE N0. 21 08-0648 ACN 101 DATE 11-16-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
KESERVATION 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 EXEMPTIDNS:
cl) .00
c2) 4,501.38
c3) .00
c4) .00
c5) 4 , 302.20
c6) .00
c7) .00
ca)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8,803.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) •00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO
11. Total Deductions C11) .00
12. Net Value of Tax Return C12) 8,803.58
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 8,803.58
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 C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 8,803.58 X 045 = 396.16
17. Amount of Line 14 at Sibling rate I17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due cly)= 396.16
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-03-2009 CD011319 .00 396.16
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-04-2009
TOTAL TAX CREDIT 396.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 10.34
TOTAL DUE 10.34
IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 DI~E';~
A REFLIN-_ SEE REVERSE STnF nF TuTC rnoM rno r~~croi„-r r~.~~ ~!~