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Home My WebLink About06-04-10BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2s0i01 NARRISSIMtC PA 1712a-0601 IVO V OTTO III NARTSON LAW OFFICES 10 E HIGH ST CARLISLE PA NOTICE OF INHERITANCE TAX OWANCE OR DISALLOWANCE QT :. AND ASSESSMENT OF TAX t ~ ~~ `~ ~~ ~ ~ 1 ~- 17013 penr~sylvar~ia DEPARTMENT OF REVENUE REY-15G7 EX AFP C12-09) DATE 05-31-2010 ESTATE OF TODD OZELLA D DATE OF DEATN 06-21-2009 FILE NUMBER 21 09-0613 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 07-30-2010 (See reverse side tinder (?h~ec~tons) Anount Renitted r 1 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER Of WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONC THIS LINE ~- RETAIN LOWER PORTION FOR r-r------------------..- - YOUR RECORDS ~ ------------.. -..----.. ----------------- . '.---------..-r-~..---------~---- REV-1847 EX AFP C12-09) NOTICE QF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: TODD OZELLA DFILE N0.:21 09-0613 ACM: 101 DATE: 05-31-2010 TAX RETURN WAS: tX) ACCEPTED AS FILED C ) CHANQED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) tl) •0 0 NOTE: To ensure proper C2) 778, 065.17 credit to your account, 2. Stocks and Bonds CScheduls B) subMit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your 4. Mortpaees/Notes Receivable CScheduls D) C4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CScheduls E) C5) 727,072.96 6. Jointly Owned Property CScheduls F) t6) .D 0 7. Transfers (Schedule 6) (7) 373,589.71 8. Total Assets C8) 1, 878 ,.727.84 APPROV ED DEDUCTIONS AND EXEMPTIONSs 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)~~ ~•9 3~ 4 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5 92.32 C11) 35,527.86 11. Total Deductions 3,199.98 1 12. Nat Value of Tax Return C12) , 13. Charitablel6overnmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) ~_„_„~_ 14. Net Value of Estate Subject to Tax (14) 1,843,199.98 NOTEs If an asssssnent gas issued previously, lines 14, 15 andtor 16, 17, 18 and 19 trill reflect figures that include the total of A_ returns assessed to date. ASSESS MENT OF TAX: 00 00 =' . 00 15. Amount of Line 14 at Spousal rate C15) • X 16. Amount of Line 14 taxable at Lineal/Class A rats C16) 1.828 .199.98 X 045 ~ 82,269.00 17. Amount of Line 14 at Sibling rate C17) -4 © X 12 ffi .0 0 18. Amount of Lino 14 taxable at Collateral/Class B rate C18) 15 , OQO • OQ X 15 2,250.. 00 19. Principal Tax Due C19 )=~=~'S_ 4_-~. TAX CR EDITS: PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-16-2009 CD011749 4,210.53 80,000.00 01-06-2010 CD012198 .00 308.60 TOTAL TAX PAYMENT 84,519.13 BALANCE OF TAX DUE .13CR INTEREST AND PEN. .00 TOTAL DUE .13CR * 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.