HomeMy WebLinkAbout05-28-10NOTICE_OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ~ ~~~R~~g~~ff~-T~x~'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~, OF..,DEDUC;T':l"ONS AND ASSESSMENT OF TAX
PO BOX 280601 _- ~~ , ,,
HARRISBURG PA 17128-0601 ~' '~ "" ~ ~~
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HAMILTON C DAVIS yy~P~~~y~} ~~ . P~,
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ZULLINGER DAVIS PC
20 E BURD ST STE 6
SHIPPENSBURG PA 17257
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-24-2010
ESTATE OF OTT ARTHUR D
DATE OF DEATH 05-19-2009
FILE NUMBER 21 09-0511
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-23-2010
(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-- - ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTT ARTHUR DFILE N0.:21 09-0511 ACN: 101 _______________
OR
DATE: 05-24-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 67, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
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) 7,2 54.9 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (8) 74 , 254 .99
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 14.7 7 6.3 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,4 5 7.2 0
11. Total Deductions C11) 17,233.58
12. Net Value of Tax Return C12) 57, 021 .41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 57, 021 .41
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 57 , 0 1 . 41 x 045 = 2, 565.96
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 C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 2,565.96
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-19-2010 CD012258 .00 2,565.96
TOTAL TAX PAYMENT 2,565.96
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.~~~