HomeMy WebLinkAbout01-22-07
DATE 01-15-2007
ESTATE OF HANSEN JAMES D
DATE OF DEATH 10-26-2005
FILE NUMBER 21 06-0083
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2007
( See reverse side under Objections)
Amount Rem1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HANSEN JAMES D FILE NO. 21 06-0083 ACN 101 DATE 01-15-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
", r- /.......""": ,,_, ,_, ,__,...." ,-., _.... ~
:..;'..; ! : ,i_L I: '.;IlQ'TICE OF INHERITANCE TAX
'- v . '.::'AP,1iJiA'fsEHENT, ALLOWANCE OR DISALLOWANCE
:,J1F.p~DUi:TIONS AND ASSESSMENT OF TAX
20D7 JAN 22 Mi II: 5S
DAVID M FREES
UNRUH ETAL
120 GAY ST
PHOENIXVILLE
CLERI< OF
ORPIIAi\l'.C:; ('(il WiT
('11\jr:'-'~' '." - ,\.::.
IIr~!~ ~~
PA 19460
*
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was 1ssued prev10usly, 11nes 14, 15 and/or 16, 17, 18 and 19 w111
reflect f1gures that 1nclude the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C D TS:
N
DATE
01-27-2006
09-13-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
170,000.00
.00
.00
.00
56,145.52
15,281.35
225,065.53
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate SUbject to Tax
(9)
ClO)
26,043.89
6,132.17
Cl1)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
Cl6)
Cl7>
(18)
.00
434,316.34
.00
.00
X 00
X 045 =
X 12 =
X 15 =
R C IPT
NUMBER
CD006249
CD007198
(+
PAID (-)
.00
47.46-
AMOUNT PAID
14,500.00
5,282.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
466,492.40
~?17~ nl;
434,316.34
.00
434,316.34
Cl9)=
.00
19,544.24
.00
.00
19,544.24
19,734.54
190.30CR
.00
190.30CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (l)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)