HomeMy WebLinkAbout03-26-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES _ T, ,-ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~PIf~,~ ~~ ~ ~NS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ' ;
HARRISBURG PA 17128-0601 s"'~ "{ ~,
2010 BAR 26 F~ l2~ ~{ l DATE 03-22-2010
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ESTATE OF OTSTOT WILLIAM
DATE OF DEATH 01-20-2009
C4~~5~ ~„ FILE NUMBER 21 09-0166
Q~a~-!„l~~j~~ ~Q~)RT COUNTY CUMBERLAND
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MICHAEL L BANGS C
U~ ACN 101
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429 S 18TH ST APPEAL DATE: 05-2 1-2010
CAMP H ILL PA 17 011 (See reverse side under Objections)
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Amount Remitted ~ ~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _
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REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEMEN7, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTSTOT WILLIAM JFILE N0 .:21 09-0166 ACN: 101 DATE: 03-22-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,OQ credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule .
C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) t5) 87,602.09
6. Jointly Owned Property (Schedule F) (6) 4,379.06
7. Transfers (Schedule G) (7) 199,624.27
e. Total Assets C8) ~ 291.605.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sche dule H) Cg) 13.859.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 244.56
11. Totai Deductions C11) 14, 104.52
12. Net Value of Tax Return C12) 277,500.90
13. Charitable/Governmental Bequests; Non-elected 91 13 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subjeet to Tax (14) 277,500.90
NOTE: If an assessment was issued previously,
reflect 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
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:
DATE NUMBER INTEREST/PEN PAID C-)
04-20-2009 CD011130 621.05
09-21-2009 CD011777 .00
C15) . DO X
C16) ?7 7.500.90 X
cln . DD x
cis) • 00 x
AMOUNT PAID
00 * .00
045 12,487.54
12 * .00
15 .00
c19)= 12,487.54
V Y V• V V
66.49
TOTAL TAX PAYMENT 12,487.54
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 DF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ^ ,,^