HomeMy WebLinkAbout08-29-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
N0. CD 014902
OSBAUGH DIANE
101 SHADY RD
NEWBURG, PA 17257
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ESTATE INFORMATION: ssN: 159-24-952
FILE NUMBER: 211 1-0602
DECEDENT NAME: ALEXANDER BRUCE J SR
DATE OF PAYMENT: 08/29/201 1
POSTMARK DATE: 08/27/201 1
COUNTY: CUMBERLAND
DATE OF DEATH: 12/16/2009
REMARKS:
CHECK# 101
SEAL
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 55,921.03
TOTAL AMOUNT PAID:
INITIALS: DB
REV-1162 EX~11-96)
55,921 .03
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX Pennsylvania ~ '~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION 1-?r-'.,-.t,`qF."~D~DU~C'TI.ONS AND ASSESSMENT (1F TAX REV-1547 EX AFP (12-10)
PO BOX 280601
HARRISBURG PA 17128-0601
i~~a L:
DATE 07-18-2011
ESTATE OF ALEXANDER SR BRUCE J
~' '~'` QF DATE OF DEATH 12-16-2009
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{j ,`-=r 'J vQ~„~~n FILE NUMBER 21 11-0602
H ANTHONY ADAMS C~)~ ~~~ G~' ~' COUNTY CUMBERLAND
ACN 101
49 W ORANGE ST APPEAL DATE: 09-16-2011
SUIT E 3 ( See reverse side under Objections )
SHIPPENSBURG PA 17257 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 ~-
REV-1547 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ALEXANDER SR BRUCE JFILE N0.:21 11-0602 ACN: 101 DATE: 07-18-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) 42, 250 . DO
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 42.250.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)_ 3.8 96.68
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 3,896.68
12. Net Value of Tax Return (12) 38,353.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 38,353.32
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 (15) .00 X 00 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 38, 353.32 X 15 - 5, 753.00
19. Principal Tax Due C19)= 5,753.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 08-02-2011
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 5,753.OD
INTEREST AND PEN. 168.03
TOTAL DUE 5,921.03
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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