HomeMy WebLinkAbout02-18-11
NOTICE OF INHERITANCE TAX
QQ~~~~`~{ f.':~}~`j`~f;~.W~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAfXE~S:~;~ ~..~'~--t_t ~.~ ~ »--'-- '
INHERITANCE TAX DIVISION -~~-~ ~ -r - -- a~, ~]~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~`! -~ ,. ,_. ., . +{T .~....-`~
HARRISBURG PA 17128-0601
JAMES N CLYdi~ ~ ~ : ~ ~' ' , f~,a,`
408 W CHESTNUT ST
LANCASTER PA 17603
(1) .00
(2) 6,861.76
c3) .00
(4) .00
(5) 17,845.00
(6) .00
C7) 91 , 712.50
CUT ALONG THIS LINE _--~ __RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ ~ ___________________
REV-1547 EX AFP C12-10~ 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: (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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania ~
DEPAfiTMENT OF REVENUE
REV-1547 EX AFP (12-10)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
($) _ 116 , 419 .26
(9) 5, 120.00
(lo) .00
C11) 5, 120.00
11. Total Deductions _ 111 , 299 .26
12. Net Value of Tax Return C 12) _ 0 0
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .
T
t (14) 111 , 299.26
14. o
ax
Net Value of Estate Subject _
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 (15) 49,951.11 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) bl .348.15 x 045 = 2,760. b7
17. Amount of Line 14 at Sibling rate (17) . 00 X 12 -' • 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .0 0
(19?= 2,760.67
19. Principal Tax Due
TAY f DCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-03-2010 CD013316 24.29- 2,784.96
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-04-2010
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: 04-15-2011
( See reverse side under Obje~~tions
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT _ 2,760.67
BALANCE OF 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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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