HomeMy WebLinkAbout09-04-12BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
nCf t r~" : ''1' r;~l`.~,~~CE OF INHERITANCE TAX
~~APfaRAIS~~~(I~~IT, ALLOWANCE OR DISALLOWANCE
~~ ~ ~ ' ``OF°' DED1tC`TIONS AND ASSESSMENT OF TAX
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ROGER B IRWIN ESQ
b0 W POMFRET ST
CARLISLE PA 17013-3243
cl) .00
c2) .00
c3) .00
c4) .00
c5) 19, 225.84
c6) .00
C7) 28,257.03
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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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: OYLER ANNETTE LFILE N0.:21 12-0009 ACN: 101 DATE: 08-27-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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)
pennsylvan~a ~
DEPARTMENT OF REVENUE
_ . -- ,
REV-1547 EX AFP (12-11)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 47 , 482.87
c9) 13 , 344.90
clo) 19,732.36
11. Total Deductions X11) 33, 077.26
12. Net Value of Tax Return (12) 14,405.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 14,405.b1
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 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 12.432.81 X 045 = 559.48
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 1 , 972.80 X 15 = 295.92
19. Principal Tax Due (19)= $55.40
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-07-2012 CD01594b .00 855.40
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 08-27-2012
ESTATE OF OYLER ANNETTE L
DATE OF DEATH 10-16-2011
FILE NUMBER 21 12-0009
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2012
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT 855.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.