HomeMy WebLinkAbout01-02-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE: TAX DIVISION
PO BOX 280E~01
HARRISBURG PA 17128-0601
ROBERT L KNUPP ESQ
N:NUPP LAW OFFICES
F'0 BOX 630
HBG PA 17108
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ... ND.LICE QF_ INHERITANCE TAX
AP}?RA1'tS.EM'E't~ITy_ ~4LtOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
_ ~ :. .
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REV-1547 EX AFP C12-OS)
DATE 12-22-2008
ESTATE OF HAMM LEANDER H
DATE OF DEATH 03-20-2007
FILE NUMBER 21 07-0290
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
?Q~9 J~~~ -2 P~ 1= 42
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAMM LEANDER H FILE N0. 21 07-0290 ACN 101 DATE 12-22-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) CL) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 7,4 96.16 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
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) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets fig) 7,496.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) -00
12. Net Value of Tax Return C12) 7,496.16
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 960,664.50
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMIENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate X17) 320,221.50 X 12 = 38,426.58
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 640,443.00 X 15 _ 96,066.45
19. Principal Tax Due C19)= 134,493.03
TAY rRF'i1TTS•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-18-2007 CD008306 5,263.16 100,000.00
11-28-2007 CD009029 .00 28,180.56
08-06-2008 CD010106 46.65- 1,097.91
TOTAL TAX CREDIT 134,494.98
BALANCE OF TAX DUE 1.95CR
INTEREST AND PEN. .00
TOTAL DUE 1.95CR
* IF PA[D AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. .~ y
FOR C~4LCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~`)
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