HomeMy WebLinkAbout05-17-10~_„ , .M,QT~~frEn~fp"''INHERITANCE TAX
A~'P,i2ATS[~.INE~+fT','`-` LOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~~~~,
INHERITANCE TAX DIVISION -4~-;D~~~J~,~I0~1.S.-.AND ASSESSMENT OF TAX
PO BOX 280601 ""`
HARRISBURG PA 17128-0601
2p-p SAY 1 ~ P~4 2~ 3~
~flPF~r~~~:", Gf~U~T
ANTHONY L DELUCA ESQ C~A'^ r ~~ t~ ,J~ ~~
PO BOX 358
BOILING SPRINGS PA 17007
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-10-2010
ESTATE OF OCONNOR ROBERT J
DATE OF DEATH 07-10-2009
FILE NUMBER 21 09-0746
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 YDUR
--------------------------------------------------------
- RECORDS E-'-
---------------
-----------------
-
-
REV-1547 EX AFP (12-09) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: OCONNOR ROBERT JFILE N0.:21 09-0746 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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)
155, 157.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 30,484.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) (7) .00
8. Total Assets CS) 185,641.02
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.615.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,473.92
11. Total Deductions C11) 19,089.13
12. Net Value of Tax Return (12) 166,551.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax C14) 166,551.89
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) 166,551.89 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .0 0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
P DATE T I NUMBER I INTEREST/PEN PAID C-) I AMOUNT PAID
TOTAL TAX PAYMENT .00
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.
t ~?~~