HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL T ( MENT, ALLOWANCE OR DISALLOWANCE
~~~,~ r' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ ' ~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 {~ ('~,i r--~ {''4 ~ REV-1547 EX AFP (12-11)
HARRISBURG PA 17128-0601
2D12 SEP 24 PM I' 3u DATE 09-24-2012
ESTATE OF OBRIEN MARY ANN
DATE OF DEATH 09-14-2011
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~ FILE NUMBER 21 11-1010
~ t`QU~T
~
PETER J RESS~
(~ ~•~ ~ COUNTY CUMBERLAND
AC
~
3401 N FRONT N 101 .
APPEAL DATE. 11-23-2012
PO BOX 5950 (See reverse side under Objections)
HARRISBURG PA 17110-0950 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
-------------------- ------------ TION FOR YOUR RECORDS F~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE _ _
---- ____
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: OBRIEN MARY ANN FILE N0.:21 11-1010 ACN: 101 DATE: 09-24-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate [Schedule A) ~1) 14 0,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 114,8 27.81 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D) of this form with your
00
(4)
.
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 7,04 5.15
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 44,092.23
8. Total Assets
c8) 346 865.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 8 9 .6
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.552.35
11. Total Deductions X11) 83,845.97
12. Net Value of Tax Return C12) 263, 019.22
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 26 2,019.22
14. Net Value of Estate Subject to Tax (14) 1 000.00
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total
ASS of ALL returns assessed to date.
ESSMENT OF TAX:
15. Amount of
16. Amount of
17. Amount of Line
Line
Line 14
14
14 at Spousal
taxable at
at Sibling rate
Lineal/Class A rate
rate (15)
(16)
C17) .00 X
.00 x
.00 X 00 =
045 =
12 = .00
.00
.00
18. Amount of
19. Principal
TAX CREDITS: Line 14
Tax Due taxable at Collateral/Class B rate C18) 1,000.00 X 15 -
(19)= 150.00
150.00
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
06-13-2012 CD016116 .00 150.00
TOTAL TAX PAYMENT 150.00
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.
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