HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX Pennsylvania ~
APPft~A"ir T'i ~ ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES $~.,~ `
INHERITANCE TAX DIVISION Cj~ I1EDGfGT,,~UN~Si ;/kND ASSESSMENT OF TAX REV-1547 EX AFP (12-09)
PO BOX 280601 ~:,~; "~ t-i~ ,f'_~
HARRISBURG PA 17128-0601
~~~~~~1 ~~ P~ 2. 3J DATE 05-10-2010
ESTATE OF OLLEY BERTRAM W
DATE OF DEATH 08-07-2009
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FILE NUMBER 21 09-0824
ORFHA~1~ ~lJU~~ COUNTY CUMBERLAND
JOAN R OLLEY e ~,~ _~,~ ,., y ~: {n~ }
CIJ;~ ` ~~~;._'-',~, ... , A. ACN 101
470 BRENTWATER RD APPEAL DATE: 07-0 9-2010
CAMP H I L L P A 17 011 (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 E~-
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -----------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OLLEY BERTRAM WFILE N0.:21 09-0824 ACN: 101 DATE: 05-10-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •~~ NOTE: To ensure proper
2.
132.36
Stocks and Bonds (Schedule B) C2) ,
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •~~ submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,345.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 23,477.36
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 17.8 72.7
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 12,872.75
12. Net Value of Tax Return (12) 10,604.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Sub]ect to Tax (14) 10,604.61
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:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-)
(15) 10,604.61 X
C16) . n0 X
cln _ na x
(la) .00 X
ANOUNT PAID
00 - .00
045 = .00
12 = .00
15 = .00
(19)= . 00
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. ~
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