HomeMy WebLinkAbout08-11-14 NOTICE OF INHERITANCE TAXJ pennsylvania
APP�A SEMEN T,,.-ALL p WANCE OR DISALLOWANCE ..\�17�� DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES p {,' DU.c_TY bN$,l-AifJb ASSESSMENT OF TAX i
INHERITANCE TAX DIVISION REV-1547 IX AFP (OB-13)
PO BOX 280601 cRS D r� 'VI 10
HARRISBURG PA 17128-0 601 �`1T•`�I�' 1,i a.l
zria AUG i i PM 3 52 DATE 08-11-2014
ESTATE OF OBERHOLSER KARL M
DATE OF DEATH 07-25-2013
„L-,?', • FILE NUMBER 21 13-1348
ORPHAIN'S COURT COUNTY CUMBERLAND
SHAW ESQ ANDREW CUMBERLAND CO., PA ACN 101
STE 11 APPEAL DATE: 10-10-2014
200 S SPRING GARDEN S (See reverse side under Objections)
CARLISLE PA 17013-2578 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-_4
-------'---------- --RISEMENT, --L -----'-----'----------
- REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OBERHOLSER KARL MFILE NO. :21 13-1348 ACN: 101 DATE: 08-11-2014
TAX RETURN WAS: I X) ACCEPTED AS FILED < > 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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/MSsc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 107,710.21
B. Total Assets (e) 107.710 .21
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 753.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 753.50
12. Net Value of Tax Return (12) 106,956.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate SubJect to Tax (14) 106,956.71
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) 106,956.71 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) - nn X 045 c .00
17. Amount of Line 14 at sibling rate (17) -nn X 12 = .00
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 DUE .00
x 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.