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HomeMy WebLinkAbout05-21-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 y~.T..~.C6..-0F INHERITANCE TAX ~~;'~T'/~1#~~'~t~t~,;~~olE~f~,~-%ALLOWANCE OR DISALLOWANCE ©F"~~DUG'~~~NS AND ASSESSMENT OF TAX ~~3~ ~~ 1 Z 1 i [L' ~ Z ~E~~ ~~~ pRP~-IA~'y~~ , ~~~~RTp~, DAVID C OYLER ~;Uw~=" '' -' ~ ` 1806 HEISHMAN GARDENS CARLISLE PA 17013 Pennsylvania ~ DEPARTMENT OF REVENUE REV-1547 EX AFP C12-09) DATE 05-17-2010 ESTATE OF OYLER RACHAEL M DATE OF DEATH 07-18-2005 FILE NUMBER 21 05-0674 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-16-2010 (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 ~ ------------------------------------------------------------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: OYLER RACHAEL MFILE N0.:21 05-0674 ACN: 101 ------------------ OR DATE: 05-17-2010 TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) CL) 57,580.00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) C2) .0 0 credit to your account, 0 0 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) C5) 2 5.0 0 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 57,605.00 APPROV ED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 7.0 4 0.0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0 11. Total Deductions C11) 7, 040.00 12. Net Value of Tax Return C12) 50,565.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 50,565.00 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. ASSESS MENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 - .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 50 .565.00 x 045 = 2,275.43 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due (19)= 2,275.43 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID 12-22-2009 CD012196 .00 2,250.00 INTEREST IS CHARGED THROUGH 06-01-2010 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX PAYMENT 2,250.00 BALANCE OF TAX DUE 25.43 INTEREST AND PEN. 565.50 TOTAL DUE 590.93 * 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.~I REV-1470 EX (01-10) :F ...~; • ~a,,~.~ ~, enns lvan~a INHERITANCE TAX p y DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 DECEDENT'S NAME FILE NUMBER Rachael M. Oyler 2105-0674 REVIEWED BY ACN Anita McCully 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES F This real estate was held as Tenants In Common, therefore it has been correctly reported on schedule A. The value of the estate has been adjusted as the result of the correction of an error in arithmetic. Row Page 1