HomeMy WebLinkAbout06-22-12 NOTICE(~}~F INHERITANCE TAX Pennsylvania ~~ .
~~~
l~
BUREAU OF INDIVIDUAL TAXES ~
~~~~l'"`+'^
~` LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ~(~~~...~~0~ s . ~~$
'
L
:
~ AND ASSESSMENT OF TAX
REV-1547 IX AFP (12-1ll
PD BOX 2806D1 1!
IJ.:.:
~
.~ ~ .,„'! rS°
~IJ
.
HARRISBURG PA 17128-0601
LJi~.~~t~~ 2~ ~~~ ~~~ ~~ DATE 06-18-2012
ESTATE OF OWENS CHARLES C
-~ -°
~ ', DATE OF DEATH 02-06-2011
QN~r+~~w,
1
l:riT FILE NUMBER 21 11-0177
P ~
.
CUMBERLAND CO
PA COUNTY CUMBERLAND
AUL D DAGGS ESQ ., ACN 101
STE 100 APPEAL DATE: 08-17-2012
13 O W C H U R C H S T (See reverse side under Objections )
DILLSBURG PA 17019-1278 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 C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OWENS CHARLES (FILE N0.:21 11-0177 ACN: lnl iIATFe n~_1A_~nl~
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,626.11
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets C8) 7 , 626.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g)__ 4.025.77
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 28,602.06
11. Total Deductions (11) 32,627.83
12. Net Value of Tax Return (12) 25, 001 . 72-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 25, 001 . 72-
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) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _[10 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 - .00
19. Principal Tax Due C19)= .0 0
TAX CREDITS:
rNTI'IC IYI rct~ttri DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.