HomeMy WebLinkAbout05-13-14 pp NOTICE OF INHERITANCE TAX . pennsylvania
BUREAU OF INDIVIDUAL TAXERECORY�? R yFMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION j{ ��r�CStaOtETOPS AND ASSESSMENT OF TAX
PO BOX 280601 E'ClSTER Vt JftLLS REV-1547 EX AFP (08-13)
HARRISBURG PA 17128-0601 �l t JIf
�I tt (IIpU +� by i ('T DATE 05-12-2014
2014 Ilit3 1J R t 1y 09 ESTATE OF OTTESON FREDERICK F
DATE OF DEATH 12-12-2011
CLERK OF FILE NUMBER 21 12-0968
OR j �g' COURT COUNTY CUMBERLAND
SHIELDS III C�Ah CO., PA ACN 101
6 CLOUSER RD U APPEAL DATE: 07-11-2014
MECHANICSBURG PA 17055-9751 (See reverse side under Objections)
Amount Remitted' -
-
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --- 10 -R
RETAIN LOWER PORTION FOR YOUR RECORDS ("
REV-1547 EX AFP C08-13J-NOTI-CE--OF---
INHERITANCE TAX APPRAISEMENT> ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTTESON FREDERICK FFILE NO. :21 12-0968 ACN: 101 DATE: 05-12-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,948.01 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52,25875
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .06
8. Total Assets (B) 58.206.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Misc. Expenses (Schedule H) (9) 25,394.49
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- 121 ,041 .26
11. Total Deductions (11) 146,435.75
12. Net Value of Tax Return (12) 88,229.59-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 100
14. Not Value of Estate Subject to Tax (14) 88,229.59-
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:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) .00 X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .DO
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL pUE . 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 FOR INSTRUCTIONS. ��(�