HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXESI ~
INHERITANCE TAX DIVISION -~~- QF D~TiU'CTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601
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LEDERER
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-2010
ESTATE OF OKEEFE MJANE D
DATE OF DEATH 03-18-2009
FILE NUMBER 21 09-0413
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-09-2010
(See reverse side under Objections)
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 C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALL
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF
ESTATE OF: OKEEFE MJANE DFILE N0.:21 09-0413 ACN:
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
DWANCE OR
TAX
101 DATE: 05-10-2010
.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 58, 179.68 credit to your account,
00 submit the upper portion
3. Closely Neld 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) (5) 54,488.44
6. Jointly Owned Property (Schedule F) (6) 4.44
7. Transfers (Schedule G) (7) 24,000.00
8. Total Assets c8) 136.672.56
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.06 3.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 55 6.4 5
11. Total Deductions C11) 17,619.57
12. Net Value of Tax Return (12) 119, 052.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 119,052.99
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) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .0 0 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .a D X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 119,052.99 X 15 - 17,857.95
19. Principal Tax Due (19)= 17,857.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-12-2009 CD011363 857.89 16,300.00
12-09-2009 CD012088 .00 700.06
TOTAL TAX PAYMENT 17,857.95
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.
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