HomeMy WebLinkAbout01-08-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES _ q'Pi-E'-~~~:T~,.~ALLOWANCE OR DISALLOWANCE
1 { t ;~ DEPARTMENT OF REVENUE
INH'RITANCE TAX DIVISION ~'"'D~`•--~I}E"II~CT~'ON$ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 , C-F";
HARRISBURG PA 17128-0601 ~ f ~ ~;„ ~ r •. '.j~ ~ •- -
ZalO JAS _8 P~ ~: ~ 5 DATE 12-28-2009
ESTATE OF OBER FLORENCE S
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GI.ER~C ~~~
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GREGORY S CHELAP R~t-~~`~ `~~~-`~l~-~~~i~ ~A
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SKARLATOS B ZONAR
17 S 2ND ST 6TH FL00
HARRISBURG PA 17101
DATE OF DEATH 09-19-20'08
FILE NUMBER 21 OS-0994
COUNTY CUMBERLAIND
ACN 101
APPEAL DATE: 02-26-2010
(See reverse side under!Objections)
A~ount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 1701'3
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~ + _ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAB
ESTATE OF: OBER FLORENCE SFILE N0.:21 08-0994 ACN: 10'1 DATE: 12-28-2009
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 194,102.00 NOTE: To ensure proper
(2) __ 744,635.00 credit to your account,
C3) •~~ submit the upper portion
of this form with your
c4) • 0~ tax payment.
c5) 120 , 688. 0
c6) . D
c7) 169,856.Od
c's) 1,229,281.00
cg) _ 00
C10) .00
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
NOTE: If an assess~ent was issued previously,
reflec t figures that include the total
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
cT1) .00
cl2) 1,229,281.00
c13) .00
t14) 1.229,281.00
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
12-18-2008 CD010659
06-18-2009 CD011377
12-21-2009 SBADJUST
cis) 487,684.00 X
[16) 741.598.0 X
(17) _ 00 X
c18) .00 X
AMOUNT PAID
QO = .00
045 = 33,372.00
X2 = .00
15 = .00
c19)= 33,372.00
•y5 30,000.00
.00 1,793.00
.00 .05
TOTAL TAX PAYMENt 33,372.00
BALANCE OF TAX DUE .00
INTEREST AND PENN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS DORM FOR INSTRUCTIONS.