HomeMy WebLinkAbout11-30-12NOTICE OF INHERITANCE TAX ~ Pennsylvania
BUREAU OF INDIVIDUAL rnxES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
REGGRt~~DD~~~~~oOF~AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 IX AFP C09-12)
PO BOX 280601 /~
HARRISBURG PA 17128-0601 REVIS E'~R /~~ ,,~~! t r
117 ~QU :30 R~ 1 i '~Q
CLERK 4F
MURREL WALTERS ~QNS+ CQ~RT
54 E MAIN ST LaNd Q, Q., FA
MECHANICSBURG PA 17055-3851
DATE 12-03-2012
ESTATE OF OCONNELL THOMAS J
DATE OF DEATH 12-09-2011
FILE NUMBER 21 11-1332
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-01-2013
(See reverse side under Objections)
Amount Resitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _---) R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _
REV-1547 EX AFP (12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OCONNELL THOMAS JFILE N0.:21 11-1332 ACN: 101 DATE- »_nz_~n»
TAX RETURN NAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 120,500.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) ,Q 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
0 0 of this form with your
C4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 54 8,4 6 7.30
6. Jointly Owned Property (Schedule F) fig) .00
7. Transfers (Schedule G) ~7? .0 0
8. Total Assets
(8) 68.967. 0
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 12.241_.3 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) X10) 4. 9.74
11. Total Deductions C11) 16,401.11
12. Net Value of Tax Return C12) 652,566.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 0 0
14. Net Value of Estate Subject to Tax X13) .
X14) 652,566.19
NOTE: If an assess~aent was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflec t figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .OD x 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) 0 0 X 045 = .0 0
17. Amount of Line 14 at sibling rate (17)_ _0 0 x 12 = .0 0
18. Amount of Line 14 taxable at collateral rate C18) 652,566.19 X 15 = 97,884.93
19. Principal Tax Due (19)°
TAX CREDIT 97,884.93
S:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-07-2012 CD015666 4,105.26 78
000
00
08-30-2012 CD016442 .DO ,
.
15,984.93
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 98,090.19
BALANCE OF TAX DUE 205.26CR
INTEREST AND PEN. .00
TOTAL DUE 205.26CR
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. nn