HomeMy WebLinkAbout06-18-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
OTTO IVO VICTOR III
10 E HIGH STREET
CARLISLE, PA 17013
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 189-18-7433
FILE NUMBER: 2109-0504
DECEDENT NAME: ALTLAND VERA A
DATE OF PAYMENT: 06/ 1 8/2010
POSTMARK DATE: 06/ 1 8/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 05/24/2009
REV-1162 EXi11-96)
NO. CD 012949
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ $53.34
TOTAL AMOUNT PAID:
REMARKS:
$53.34
CHECK# 22641
INITIALS: DM
SEAL RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
.~_rr ~ ~~~ ,,,-,_ ~,c ~r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL'~'AXE`5 '~-~° ~`A~PSA1r5EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~-°t ;; ;: t:; ~' `.''b'f~DEDUCTIONS AND ASSESSMENT OF TAX
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DEPARTMENT OF REVENUE ',
REV-1547 EX AFP C12-09)
DATE 06-14-2010
ESTATE OF ALTLAND VERA A
DATE OF DEATH 05-24-2009
FILE NUMBER 21 09-0504
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-13-2010
(See reverse side under Objections )
A^ount Remitted ~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS E~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALTLAND VERA AFILE N0.:21 09-0504 ACN: 101 ___ ___________
OR -
DATE: 06-14-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 180, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 33,363.40
6. Jointly Owned Property (Schedule F) (6) 67, 597.76
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 280 , 961.16
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3 3.9 6 7.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2 9 9.8 4
11. Total Deductions C11) 34,267.70
12. Net Value of Tax Return C12) 246,693.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 246, 693.46
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:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 246.693.46 X 045 = 11, 101 .21
17. Amount of Lfne 14 at Sibling rate C17) .~ 0 X 1 2 - .0 0
18. Amount of Line 14 taxable at Collateral/Glass B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due t19)= 11, 101 .21
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-18-2009 CD011633 473.68 9,000.00
02-24-2010 CD012384 .00 1,574.91
INItKtST IS CHARGED THROUGH 06-29-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 11,048.59
BALANCE OF TAX DUE 52.62
INTEREST AND PEN. ,72
TOTAL DUE 53.34
* 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.