HomeMy WebLinkAbout02-28-11COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 1 7 1 28-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
CLYMER JAMES N
408 W CHESTNUT STREET
BOX 1766
LANCASTER, PA 17608
-------- fold
REV-1162 EX~11-96)
NO. CD 014063
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
ESTATE INFORMATION: SSN: 155-30-2945
FILE NUMBER: 2110-0253
DECEDENT NAME: HAGER ROBERT G
DATE OF PAYMENT: 02/ 28/ 201 1
POSTMARK DATE: 02/25/201 1
COUNTY: CUMBERLAND
DATE OF DEATH : 08/ 28/ 2009
REMARKS: RECEIPT TO ATTY
SEAL
CHECK# 029304
101 ~ $5.47
1
1
TOTAL AMOUNT PAID:
$5.47
INITIALS: HMW
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX
APPRAISEMENT,~ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE Tax DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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DEPARTMENT OF REVENUE ~
REY-15+7 IX AFP (12-10)
DATE 02-14-2011
ESTATE OF HAGER ROBERT G
DATE OF DEATH 08-28-2009
FILE NUMBER 21 10-0253
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-1-`i-2011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _____________ _
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAGER ROBERT GFILE N0.:21 10-0253 ACN: 101 DATE: 02-14-2011
TAX RETURN WAS: t X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C]
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) •0 0 NOTE: To ensure proper
C2) 6,861.76 credit to your account,
.0 0 submit the upper portion
C3) .of this form with your
C4) • 00 tax payment.
(5) 17,845.00
(6) .00
(7) 91 , 712.50
($) _ 116 , 419.26
(q) 5 , 120.00
(lo) .00
(11) 5, 120.00
11. Total Deductions (12) 111 , 299 .26
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) _ 111 , 299.26
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.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 49,951.11 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 61 .348.15 x 045 ~ 2,760.67
17. Amount of Line 14 at Sibling rate C17) _0 0 X 12 _ .O 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 _ .0 0
19. Principal Tax Due (19)=` 2,760.67
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-03-2010 CD013316 24.29- 2,784.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-04-2010 TOTAL TAX PAYMENT 2,760.67
BALANCE DF TAX DUE .00
INTEREST AND PEN. 5.47
TOTAL DUE 5.47
~ 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.
~LYMER MUSSER BROWN ~ CONRAD, P C.
ATTORNEYS AT LAW
108 WEST CHESTNUT STREET
'OST OFFICE BOX 17 66 • • - •.
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1 Courthouse Square
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