HomeMy WebLinkAbout04-27-11NOTICE OF INHERITANCE TAX
('.rr~ AFP$/ EMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TA.K~S~-,'„
INHERITANCE rnx DIVISION ~~ ~ ~~~,~EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 E ri,
HARRISBURG PA 17128-0601 ~~~ ~ -`~~
C15) . 00 X
C16) ~ 0?.r,83-00 X
(17) ~~0 X
cla) .00 X
=? 'i'7 r DATE 04-18-2011
ESTATE OF OVERTON CHARLES R
~`~~~ ~~ DATE OF DEATH 12-24-2009
~'v~ t,n: f:..,
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~~ FILE NUMBER 21 10-0268
.
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JOSEPH K 0~~.`L~~€RG'~~~'Q;,!~ gyp COUNTY CUMBERLAND
, ACN 101
2080 LINGLESTOWN RD APPEAL DATE: 06-17-2011
HBG PA 17103 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT AL
------ ONG THIS LINE ---- ~) RETAIN LOWER PORTION FOR YOUR RECORDS !-~
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REV-15
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47 EX AFP C12-10) NOTICE OF INHERITANCE _
---- _
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OVERTON CHARLES RFILE N0 .:21 10-0268 ACN: 101 DATE: 04-18-2011
TAX RETURN WAS: (X) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
00
2.
Stocks and Bonds (Schedule B) .
NOTE: To ensure proper
I2) QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
(4)
00
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 46 6,28 9.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 56,381.00
s. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: c8) 522.670.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Sched ule H) C9)__ 19.59 00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 495.00
11. Total Deductions I11) 20,087.00
12. Net Value of Tax Return X12) 502,583.00
13. Charitable/Governmental Bequests; Non-elected 911 3 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 502,583.00
NOTE: If an assessment was issued previously,
reflect figures that include the total
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lines 14, 15 and/or 16, 17, 18 and 19 will
of ALL returns assessed to date.
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
03-19-2010 CD012501 1,018.42
09-23-2010 CD013398 .00
AMOUNT PAID
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
00 = .00
045 = 22,616.00
12 = .00
15 = .00
c19)= 22, 616.00
9,350.00
2,617.00
TOTAL TAX PAYMENT 22,985.42
BALANCE OF TAX DUE 369.42CR
INTEREST AND PEN. .00
TOTAL DUE 369.42CR r
* 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. /