HomeMy WebLinkAbout07-05-11NOTICE OF INHERITANCE TAX
r (~~,~~p~(pt~ . ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~~~1~, ~:}i~C ~
INHERITANCE TAX DIVISION ~~'} (("" - O~t"_ L~;~I~CTIONS AND ASSESSMENT OF TA;K
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HARRISBURG PA 17128-0601
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ORP~(AN'S ~;~l1RT
GEORGE F DOUGL~~~L) CCU PA,
354 ALEXANDER SPRING RD
CARLISLE PA 17013
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DEPARTMENT OF REVENUE ,
REV-1547 IX AFP (12-10)
DATE 06-20-2011
ESTATE OF OWENS CARL M
DATE OF DEATH 07-27-2010
FILE NUMBER 21 10-0798
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-19-2011
(See reverse :-ide 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 f-
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMEN'~ OF TAX
ESTATE OF: OWENS CARL MFILE N0.:21 10-0798 ACN: 101 DATE: 06-20-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1 . Real Estate (Schedule A) (1) 10.5, 587.50 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .Q Q credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •~ 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 21,552.70
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 6,209.20
8. Total Assets (8) 133,349.40
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 16,8 74.b 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,291.19
11. Total Deductions (11) 32, 165.84
12. Net Value of Tax Return C12) 101, 183.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 101,183.56
NOTE: If an assessment was issued previously, lines 14, 15 andl/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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 x 00 = .00
(16) 101 .18~ x 045 = 4,553.26
cln . oo x 12 = . 00
(18) .00 X 15 = .00
(19)= 4,553.26
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-20-2010 CD013518 210.53 ~f,000.00
04-12-2011 CD014288 .00 342.73
TOTAL TAX PAYMENT 4,553.26
BALANCE DF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 SID1= OF THIS FORM FOR INSTRUCTIONS.