HomeMy WebLinkAbout07-30-10,,
' `-~~ ~ ~ \}y L,r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -
14P:PR,~ISEMENT, ALLOWANCE OR DISALLDWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 ,. _ _ OF BEDUCTIONS, AND ASSESSMENT OF TAX ON
HARRISBURG PA 17128-0601 JOINTLY HELD OR TRUST ASSETS
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1548 IX AFP C12-09)
~~~~ ~~~ J~~. ~.~ #; 3~ DATE 08-02-2010
MICHAEL
r-~ 1~ ti, r'
ELAINE A OH~~~ '~ `
715 E WINDING HILL ROAD
MECHANICSBURG PA 17055
ESTATE OF OHARA
DATE OF DEATH 03-D9-2010
FILE NUMBER 21 10-0587
COUNTY CUMBERLAND
SSN/DC 210-40-1856
ACN 10116649
APPEAL BY DATE:10-O1-2010
(See reverse side under Objections)
Amount Remitted ^~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
L
CUT ALONG THIS LINE ~"~ RETAIN LOWER PORTION FOR YOUR RECORDS F--
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REV-1548 EX AFP C12-09)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE: 08-02-2010
ESTATE OF:OHARA
MICHAEL L DATE OF DEATH:03-09-2010
FILE NO.: 21 10-0587 S.S/D.C. NO.: 210-40-1856
COUNTY:CUMBERLAND
ACN: 10116649
TAX RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO.: 13671-41
TYPE OF ACCOUNT: C )SAVINGS ( ) CHECKING C )TRUST CX)TIME CERTIFICATE
DATE ESTABLISHED 03-23-2009
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAY f DCTITTC.
17,494.24
X 1.000
17,494.29
- .00
17,494.29
x .045
787.24
NOTE: TO ENSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
0R MONEY ORDER PAYABLE T0:
"REGISTER OF WILLS, AGENT."
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID t-) AMOUNT PAID
PAYMENT MUST BE MADE BY 12-10-2010*.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 787.24
INTEREST AND PEN. .00
TOTAL DUE 787.24
~ IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. _`~`~ ^
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~'4
REV-1470 EX (8-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME MICHAEL LOHARA FILE NUMBER 2110-0587
REVIEWED BY ACN
Judy Watts 10116649
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The above account was reported to us by the bank as of having date of death balance of
$20,494.29. Since it was reported as being made joint within one year of the date of death
you received a $3,000.00 exclusion and it is 100% taxable.
The $3,000 exclusion has been applied to the value of this item. Section 9107 (c) (3) of the
1995 Act provides that a transfer made within one (1) year of the death of the transferor is
subject to tax only to the extent that the value of the transfer exceeds $3,000 during any
calendar year.
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