HomeMy WebLinkAbout04-02-12~~'~I.C~' ~~~I~~ERITANCE TAX pennsylvarna ~. ~
BUREAU OF INDIVIDUAL TAXES APPR~I6NT,~ "Ai~L.~ ANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601 ' ~ ~± wk?~ .,. ~) i l ~ !~ ' ~' (j
CLERK ~F
ORPH~~~' CUURr
ROBERT G FREY
5 S HANOVER ST
CARLISLE PA 17013-3307
DATE 03-26-2012
ESTATE OF OCONNOR EDWARD L
DATE OF DEATH 01-21-2011
FILE NUMBER 21 11-0119
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2012
(See reverse side 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 !"~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE _ _
_______
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OCONNOR EDWARD LFILE N0.:21 11-0119 ACN: 101 DATE: 03-26-2012
TAX RETURN WAS: (X) ACCEPTED AS FILE D C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
00
2. Stocks and Bonds (Schedule B) .
C2) ,QO NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
0 0 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 217,909.00
6. Jointly Owned Property (Schedule F) (6) 6,729.66
7. Transfers (Schedule G) C7) 1,168,510.00
B. Total Assets
(B) 1 .393, 148.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) _ 5.94 7.00
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 309.00
11. Total Deductions X11) 15,256.00
12. Net Value of Tax Return C12) 1,377,892.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) _ _ 1 , 377 , 892.66
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 C15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 7 .377.899.66 x 045 = 62, 005.17
17. Amount of Line 14 at Sibling rate (17) 00 X 12 =
18. Amount of Line 14 taxable at Collateral/Class B rate [18)
.00 X 15 .0 0
- .00
19. Principal Tax Due
TAX CREDITS: (19) = 62,005.17
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-20-2011 CD014341 3,100.26 59,500.00
TOTAL TAX PAYMENT 62,600.26
BALANCE OF TAX DUE 595.09CR
INTEREST AND PEN. .00
TOTAL DUE 595.09CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ('~
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