HomeMy WebLinkAbout09-07-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES r~r, {~. ~~j(ryf~'ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ~ '.p.F ~~T7QN$ AND ASSESSMENT OF TAX
PO BOX 280601 ' . ~ ai, REY-1547 EX APP (12-11)
HARRISBURG PA 17126-0601 ""~'~~"~ {`'~ ~'~''?-``~~
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• vJ DATE 09-03-2012
. ESTATE OF OCONNOR JAMES T
~, _, ,., ,_. - DATE OF DEATH 01-30-2011
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i r FILE NUMBER 21 11-0196
.
JERRY R DUFFIE R
CUM3ERLr,,'VD C4
PA BERLAND
ACNNTY
., lO1
301 MARKET ST APPEAL DATE: 11-02-2012
P 0 BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ---) RETAIN LOWER POR
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-- TION FOR YOUR RECORDS •-
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47 EX AFP C12-11~ NOTICE OF INHERITANCE _ ______
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TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: OCONNOR JAMES TFILE N0.:21 11-0196 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) ~1) 128,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
0 0
(4)
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 226,94 0.56
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) _ 355,840.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 4 6.848.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)__ 13 9,58 2.08
11. Total Deductions X11) 186,430.19
12. Net Value of Tax Return C12) 169,410.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 3 0.000.00
14. Net Value of Estate Subject to Tax (14) _ 139,410.37
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 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1 X9.41 [1 _ 37 x 045 = 6, 273.47
17. Amount of Line 14 at Sibling rate (17) 00 =
_
X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00
19. Principal Tax Due
(19)= 6,273
47
TAX CREDITS: .
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
04-29-2011 CD014389 313.67 10,000.00
TOTAL TAX PAYMENT 10,313.67
BALANCE OF TAX DUE 4,040.20CR
INTEREST AND PEN. .00
TOTAL DUE 4,040.20CR
* 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.