HomeMy WebLinkAbout09-07-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE 7AX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~;~~~~,~LLOWANCE OR DISALLOWANCE
~~(~`,~@~r:~B'DU¢r~i~QfJS AND ASSESSMENT OF TAX
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PATRICK OCONNOR Es6UM8ERLfV"vD CQ„ Pq
3105 GETTYSBURG RD
CAMP HILL PA 17011-7208
cl) 146,800.00
c2) .00
c3) .00
c4) .00
c5) 249,486.00
c6) .00
c7) .00
CUT ALONG THIS LINE ---- ---> R_ETA_IN LOWER POR_TION_ 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: HALE MARY EFILE N0.:21 10-0763 ACN: 101 DATE: 09-03-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule 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-lll
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ce) 396.286.00
c9)__ 37,596.00
clo) 2,745.00
11. Total Deductions cll) 40,341.00
12. Net Value of Tax Return C12) 355,945.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 10.000.00
14. Net Value of Estate Subject to Tax c14) 345,945.00
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 d ate.
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 (16) _n 0 x 045 = .00
17. Amount of Line 14 at Sibling rate (17) 30.945.00 x 12 = 36,713.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 40, 000.00 X 15 - 6, 000.00
19. Principal Tax Due C19)= 42,713.00
TAX CREDITS:
~a.~ar i L1Sl;UUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
09 16 2010 CD013367 2,135.65 43,000.00 ~
TOTAL TAX PAYMENT 45,135.65
BALANCE OF TAX DUE 2,422.65CR
INTEREST AND PEN. .00
TOTAL DUE 2,422.65CR
DATE 09-03-2012
ESTATE OF HALE MARY E
DATE OF DEATH 07-19-2010
FILE NUMBER 21 10-0763
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-02-2012
(See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~ 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 FDR INSTRUCTIONS.