HomeMy WebLinkAbout01-03-11!(+~ RaticrICE OF INHERITANCE TAX pennsylvan~a ~ ~~ f
' ~ APPRAIS~wIENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~ ~~ _ OF-DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
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d'~~ '~ - ~ ~ '~ ``'' ~ DATE 12-20-2010
ESTATE OF OHRUM RICKY L
(/'~~ ~}+.~;-.,, ;~ ,,. DATE OF DEATH 02-05-2010
FILE NUMBER 21 10-0184
~~;~~~~~, ; ;.,,-r=~ ' ~,. ~'~ ' COUNTY CUMBERLAND
WM D SCHRACK r ACN 101
124 W HARRISBURG ST APPEAL DATE: 02-18-2011
D I L L S B U R G P A 17 019 (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 ~
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OHRUM RICKY LFILE N0.:21 10-0184 ACN: 101
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OR
DATE: 12-20-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 150,000.00 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) 80,564.18
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 230 , 564.18
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 13,6 9 2.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 32,3b8.61
11. Total Deductions C11) 46, 060.85
12. Net Value of Tax Return C12) 184,503.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 184,503.33
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 return s 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) 184 .503. ~ X 045 = 8, 302.65
17. Amount of Line 14 at Sibling rate C17) _ On X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= $,302.65
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-03-2010 CD012700 415.13 14,000.00
TOTAL TAX PAYMENT 14,415.13
BALANCE OF TAX DUE 6,112.48CR
INTEREST AND PEN. .00
TOTAL DUE 6,112.48CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.