HomeMy WebLinkAbout02-16-10NOTICE OF INHERITANCE TAX pennsylvania ~
APPRAISE~1ENx, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL rnxES -'UF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-o9)
INHERITANCE TAX DIVISION ,
PO BOX 280601 .... ~ - ~ ~ « `
HARRISBURG PA 17128-0601
ZO~~ ~,~ l C ~~~ ~ ~ ~~ DATE 02-08-2010
Cd ESTATE OF OCKER DORRIS M
DATE OF DEATH 05-20-2009
~~~Kr ~~~' FILE NUMBER 21 09-0498
{~p~V~S ;.,~-JRT COUNTY CUMBERLAND
KEITH 0 BRENNEM~~y,~rr;y' t.,~.~4 rn'. ~?A, ACN 101
SNELBAKER 8. BRENNE~!!MAN APPEAL DATE: 04-09-2010
44 W MAI N ST (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION_FOR_YOUR_RECORDS_ E-- ___________________
REV-1547 EX AFP (12-09~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF: OCKER DORRIS MFILE N0.:21 09-0498 ACN: 101 DATE: 02-08-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 86, 100.00 NOTE: To ensure proper
1. Real Estate (Schedule A) 00 credit to your account,
.00 submit the upper portion
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) of this form with your
(4) • 00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) 46 3.10
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 67.36
6. Jointly Owned Property (Schedule F) (6)
c7) .00
7. Transfers (Schedule G)
cB) 86.730.46
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
6.363.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
52.972.65
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
c11) 59,335.82
11. Total Deductions 27,394.64
C12)
12. Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 27,394.64
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 X Op = .00
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7.394.64_ X 045 = 1,232.76
cln .00 x 12 = .00
17. Amount of Line 14 at Sibling rate
.00 x 15 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) C19)= 1,2 32.76
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
08-13-2009 CD011614 61.64 1,171.13
TOTAL TAX PAYMENT 1,232.77
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
r-TOTAL DUE I .O1CR~'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.