HomeMy WebLinkAbout05-17-10NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL TAXES APPRAISEM£~'~'-'~dk(L~i~1E~R DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION DF DEDUGFI@NS^AND, ASSESSMENT OF TAX
PO BOX 280601 r ~ REV-1547 EX AFP C12-09)
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HARRISBURG PA 17128-0601
~~~~~~ ~'~ ~ Q~7~ 05-03-2010
ESTATE OF HAMARA GEORGE W
~~~~~~~~. DATE OF DEATH 02-13-2009
~~W~~~},,~ rf('~`~~ LE NUMBER 21 09-0440
DIANE KERR ~~( ^' Y ~~ ~_r'~ANTY CUMBERLAND
CN 101
SOMERSET TRUST CO APPEAL DATE: 07-02-2010
1419 SCAL P AVE (See reverse side under Objections)
JOHNSTOWN PA 15904 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --- R_ETA_IN LOWER PORTION FOR YOUR RECORDS !-- _ _ ______ __
REV-I547 EX AFP CI2-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAMARA GEORGE WFILE N0.:21 09-0440 ACN: 101 DATE: 05-03-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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)
cl) .00
t2) .00
t3) .00
c4) .00
c5) 1,706.11
t6) .00
cn 270,168.99
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
cs) 271 > 875.10
I9) 3.614.77
clo) 2,705.81
11. Total Deductions X11) 6,320.58
12. Net Value of Tax Return C12) 265,554.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 13.277.73
14. Net Value of Estate Subject to Tax (14) 252,276.79
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 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 C15) .0 0 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 1 1 9 .499. ~+0 X 12 = 14, 339.94
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 132,777.29 X 15 - 19,916.59
19. Principal Tax Due (19)= 34,256.53
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
05-06-2009 CD011209 1,712.83 41,000.00
TOTAL TAX PAYMENT 42,712.83
BALANCE OF TAX DUE 8,456.30CR
INTEREST AND PEN. .00
TOTAL DUE 8,456.30CR
* 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 OF THIS FORM FOR INSTRUCTIONS. -.
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