HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvan�a
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOFREVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 DC AFP CO3-13)
PO BOX 280601
WIRRISBURG PA 17128-0601
DATE 10-07-2013
ESTATE OF OBER II JOHN D
DATE OF DEATH 10-29-2012
FILE NUMBER 21 12-1280
COUNTY CUMBERLAND
ERDMAN CRAIG L
103 N 38TH ST ACN APPEAL DATE: 12-06-2013
H A R R I S B U R G P A 1710 9-2 5 0 4 (See reverse side under Objech'o�s)
A�ount Re�itted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS �
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REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OBER II JOHN DFILE N0. :21 12-1280 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Resl Estate CSchedule A) C1� 215,000.00 NOTE: To onsura proper
2. Stocks and Bonds CSchedule B) C2� 233,125.64 credit to your account,
.0 0 submit the upp�r portion
3. Closely Held Stack/Partnership Interest CSch�dule C) C3) of this form with your
4. Mortpa�yQS/Notes Rsceivable CSchedule D) C4) •0� tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) C5) 430,021.41
r� �
6. Jointly Owned Property CSchedule F? (6) •�� r---= � rn
7. Transfers CSchedula G) ��� 8 0' 0„Q.� � � �
8. Total Assets � %� � �
�p ..,� Cs) ___ � �gi►�447.08
APPROVED DEDUCTIONS AND EXEMPTIONS: � z n' ""'�
� r- � r�n
9. F�naral Expanses/Ad�. Costs/Misc. Exponses CSchedule H) C9�_ � � f --.7 J'"`� a
10. Dabts/Mortga�e Liabilities/Liens CSchedule I) C10) '� �
"'C? "'rt -�
11. Total Deductions � � �� � 8:051.05
i2. Nat va�ue of Tax Return �y �C12� 396.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) • �(13) -�� --��
14. Net Valuo of Estate Subject to Tax � ��q�� �.,� $b0"�896.03
NOTE: If an assess�ent was issued previously, Lines 14, 15, 16, 17, 18 and/o� 19 will
reflect fi�ures that include the total of all returns assessed to date.
ASSESSMENT -f3F TAX.:
15. Amount of Line 14 at spousal rate C15) .0� X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -�� x 04 5 = .0 0
_���.
17. Amount of Line 14 at sibling rate (17) -�� X 1 2 = ' .0 0
18. Amoun� of Line 14 taxable at coilatarai rate CI8) 860,396.03 X L5 = 1'29,059.40
19. Principal Tax Dua C19)= 129 s 059.40
TAX CRED-�TSa
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-2 -2 1 CD 1 939 .00 129, 59.4
',
,�,
TOTAL TAX PAYMENT '�129,059.4�� `"�`
BALANCE OF TAJC DUE .00�'�'
INTEREST AND �PEN. �: ,�;:�� .00 `'
TOTAL DUE .00
* 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. �