HomeMy WebLinkAbout09-14-11BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JOHN F LYONS ESQ
112 WALNUT STREET
HARRISBURG
NOTICE OF INHERITANCE TAX
APPRAISEMENT,,ALLQ~ANCE OR DISALLOWANCE
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ASSESSMENT OF TAX
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CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ 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: OAKES VELMA EFILE N0.:21 10-1261 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds cSchedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable cSchedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ca) 13.067.23
c9) 8 . 89
clo)_ 132,760.36
11. Total Deductions X11) 144,944.25
12. Net Value of Tax Return C12) 131,877.02-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 131,877.02-
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 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
r DATE I I NUMBER I INTEREST/PEN PAID C-) I AMOUNT PAID
cl) .00
c2) .00
c3) .00
c4) .00
c5) 13, 067.23
c6) .00
c7) .00
DATE 09-05-2011
`~''. I `~~.~ ~ ~ ~' Ir`° ~~ ESTATE OF OAKES VELMA E
DATE OF DEATH 09-25-2010
CLERK(~F FILE NUMBER 21 10-1261
ORPHA~1'S CC}URT COUNTY CUMBERLAND
'Cl1~,RRFR__r;~`h n~ PA ACN APPEAL DATE: 11-04-2011
PA 17101 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
BALANCE OF 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" CCR), YOU MAY BE DUE~~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.