HomeMy WebLinkAbout11-30-09nrti,~~.~j.FC ~,~IHERITANCE TAX
APP~fA~~SE°ll~lij~s'"r`/~I~~LANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES -.-,ti,~.----.-, 1r ,cL
INHERITANCE TAX DIYISION DP~'~~q~~1`~x;DN~i~^~~D ASSESSMENT OF TAX
PO BDX 280601
HARRISBURG PA 17128-0601
2009 NOY 30 AM I I ~ 56
CLERK CF
QRFHAN'S CC)l.1RT
AMY M MOYA
S E LEDERER LAW OFFICE
5011 LOCUST LANE
HARRISBURG PA 17109
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C10-09)
DATE 11-23-2009
ESTATE OF OLEWILER DEAN B
DATE OF DEATH 06-14-2008
FILE NUMBER 21 08-0733
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-22-2010
(See reverse side under Objections)
A®ount Reaitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR
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REV-1547 EX AFP C10-09~ NOTICE OF INHERITANCE TAX APPR -----
AISEM ---------------
ENT, ALLOWANCE --------
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OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: OLEWILER DEAN BFILE N0.:21 08-0733 ACN: 101 DATE: 11-23-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 280,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,158.8 2
6. Jointly Owned Property (Schedule F) (g) 10.8 7 .1
7. Transfers (Schedule G) (7) 6 07.311 .20
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Ce) 912, 345.13
(y) 45,569.50
cloy. 4,879.32
11. Total Deductions C11) 50,448.82
12• Net Value of Tax Return (12) 861,896.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _00
14. Net Value of Estate Subject to Tax (14) 8 61.8 96. 1
NOTE: If an assessslent 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. Amount of Line 14 at Spousal rate (15) .00 X 00 = .OD
16. Amount of Line 14 taxable at Lineal/Class A rate C16) RA1 ~R9A ~7 x 045 = 38.785.33
17. Amount of Line 14 at Sibling rate (17) _[10 X 12 ` .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due C19)= 38,785.33
TAX CREDITS:
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
09-12-2008 CD010268 1,936.84 36,800.00
06-12-2009 CD011360 •00 48,60
11-16-2009 SBADJUST .00
TOTAL TAX PAYMENT 38,785.33
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A-REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.