HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIYIDOAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �, ' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION (I}�/t/�r� }QF DEDUCTIONS AND ASSESSMENT OF TAX 91 REV-1547 EX AFP (03-I3)
ED BOX HARRISBURG 6PA 17128-0601 R E C O R D F,} (!t I * OF
RE01sry;7 CF !'.(.; DATE 05-27-2013
ff ESTATE OF OTT PATRICK E
O3 DATE OF DEATH 02-27-2012
FILE NUMBER 21 12-0322
HAMILTON C DAMS, CLER +. C'_ COUNTY CUMBERLAND
Upr���rt^ ACN 101
STE 6 0 ` ° APPEAL DATE: 07-26-2013
20 E BURD ST '� � =°,ii'_i �uC., - ; (See reverse side under Objections)
SHIPPENSBURG PA 17257-1328 Amount Remitted----^
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- RETAIN LOWER PORTION FOR YOUR RECORDS t--
REV-1547 EX AFP (02-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTT PATRICK EFILE NO. :21 12-0322 ACN: 101 DATE: 05-27-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
D0 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 7,492.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (a) 7,492.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) .00
12. Not Value of Tax Return (12)
7,492.09
l3. Charitable/Gp vernmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 31,712.22
NOTE: If an. assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX-
IS. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 70 ,712-22 X 045 = 1,427.05
17. Amount of Line 14 at sibling rate (17) .00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 1,427.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-)
11-26-2012 CDO16826 .00 11093.9
04-09-2013 CDO17425 3.63- 337. 14
TOTAL TAX PAYMENT 1,427.47
BALANCE OF TAX DUE .42CR
INTEREST AND PEN. .00
TOTAL DUE .42CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.
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