HomeMy WebLinkAbout11-29-10NOTICE OF INHERITANCE TAX pennsylvan~a ~ -
APF!Ry4-I~€M~N.T,_ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ `~
INHERITANCE TAX DIVISION - OF DEDIICT~IOI~.S AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601
HARRISBURG PA 17128-0601 ~ _ ~~ `"' -
~f~-~~~¢ ~,~ ~. ~~ ~' r DATE 11-15-2010
`~ `'~ ~9 ~S~t ~- ~~ ESTATE OF OBERDORF BARBARA E
DATE OF DEATH 04-01-2010
~~E~~ (~~~ FILE NUMBER 21 10-0420
ah~ ~ i'~,~'' " ~'~ i~ `~~- COUNTY CUMBERLAND
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EDMUND G MYERS ~E~ t.;''~ r ~ ~~ ~ ~ ACN 101
r'T~ APPEAL DATE: 01-14-2011
301 MARKET ST
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043 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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: OBERDORF BARBARA EFILE N0.:21 10-0420 ACN: 101 DATE: 11-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 30:000.00 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) t3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5] 11$,381.85
6. Jointly Owned Property (Schedule F) C6) 1 , 045.64
7. Transfers (Schedule G) C7) 26, 136.20
8. Total Assets c8) 175,563.69
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 14,911.4 2
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4,7 8 7.4 7
11. Total Deductions X11) 19,698.89
12. Net Value of Tax Return C12) 155,864.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 155,864.80
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) 1 ~i5 . 864.80 x 045 = 7, 013.92
17. Amount of Line 14 at Sibling rate (17) .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 C19)° 7, 013.92
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-29-2010 CD013007 289.47 5,500.00
09-08-2010 CD013329 .00 1,163.22
PAYMENT MUST BE MADE BY 01-01-2011*.
TOTAL TAX PAYMENT 6,952.69
BALANCE OF TAX DUE 61.23
INTEREST AND PEN. .00
TOTAL DUE 61.23
* 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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