HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXE~~ ~;'` ~ AP~?fl~~ NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION rJ ~,~, `"Q~~CTIDN$ AND ASSESSMENT OF TAX
PO BOX 280601 1 ,4 ~ ~~. ~,` ~~
HARRISBURG PA 17128-0601 - '~
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CLERK OF
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JAMES W BAL7~~,~~,~;!°~() (~~ ~A
SUITE 311
195 STOCK ST
HANOVER PA 17331
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-10)
DATE 08-22-2011
ESTATE OF OHARA MICHAEL L
DATE OF DEATH 03-09-2010
FILE NUMBER 21 10-0587
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Awount Rewitted
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 OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OHARA MICHAEL LFILE N0.:21 10-0587 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 3,092.25 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,8 68.75
6. Jointly Owned Property (Schedule F) C6) 37 2,4 34.4 6
7. Transfers (Schedule G) C7) 261,474.98
e. Total Assets C8) 638,870.44
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) .0 ~
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return C12) 638,870.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 638.870.44
NOTE: If an assesswent 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:
DATE I NUMBER
-07-2010 CD0128t
INTEREST/PEN PAID C-)
C15) 638,870.44 x
C16) . 00 X
C17) .OD X
Cls) .00 X
AMOUNT PAID
00 = .00
045 = .00
12 = .00
15 = .00
n9)= .00
TOTAL TAX PAYMENT 393.62
BALANCE OF TAX DUE 393.62CR
INTEREST AND PEN. .00
TOTAL DUE 393.62CR
* 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 FDRM FOR INSTRUCTIONS.