HomeMy WebLinkAbout07-11-12REV-1162 EX(11-96)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HERALD ELAINE
13~ C MBERLANDP A 7070
NE
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ESTATE INFORMATION:
FILE NUMBER:
DECEDENT NAME:
DATE OF PAYMENT:
POSTMARK DATE:
COUNTY:
DATE OF DEATH:
SSN: 204-03-1644
2111-0840
DOUGHERTY JOHN J
07/11/2012
07/03/2012
CUMBERLAND
07/22/2011
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 354
SEAL
INITIALS: CJ
RECEIVED BY:
NO. CD 016242
$390.43
GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
ACN AMOUNT
ASSESSMENT
CONTROL
NUMBER ______
THE HAJJAR LAW OFFICE
1300 MARKET STREET 717:319-0713(C)
SUITE A
LEMOYNE, PA 17043 717:412-7767(F)
ALBERT J. HAJJAR
July 10, 2012
Register of Wills
Cumberland County
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Dear Register:
Re: John Dougherty Estate
21-11-0840
Please apply the attached $390.43 check to the Inheritance Tax, interest, and
penalty due per Notice attached.
at: Est. ck. $390.43
Inh. Tx. Notice
Respectfully,
~, F;' J
Ailbert a! Hajjar
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NOTICE OF INHERITANCE TAX pennsytvania
S~,h1~Ey T OWANCE OR DISALLOWANCE DEPARTMENT OFRE!`c'._=
BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~~ `` AND ASSESSMENT OF TAX REV-1547 EX AFP (12 - '_:
PD sax 2ao6o1 ~~ ;!; ,,,~_f, t,~ 1'.~_. +J
HARRISBURG PA 17128-0601
~1~ JU~ " P~ '. O~ DATE 06-11-2012
~' ESTATE OF DOUGHERTY JOHN
DATE OF DEATH 07-22-2011
;,,L4,,,_ FILE NUMBER 21 11-D840
Q~P~`v ~ ~~~J~-(T COUNTY CUMBERLAND
ALBERT J HALLAR Ct1MS~RLANp CO.. ~ ACN 101
STE A APPEAL DATE: 08-10-2012
13 0 0 MARKET S T (See reverse side under Objections )
LEMOYNE PA 17043-1420 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION-FOR
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------- _YOUR_RECORDS_ F" __ _________________
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REV-1547 EX AFP C12-1I,
R
R
N CE
O
A OR
DEDUCTIONS AND
OF
DISALLOWANCE TAX
OF
ASSESSMENT
ESTATE OF: DOUGHERTY JOHN FILE N0.:21 11-0840 ACN: 101 DATE: Ob-11-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
C1) 125,000.00 N07E: To ensure proper
1. Real Estate (Schedule A)
00
credit to your account,
2. Stocks and Bonds (Schedule B) C2? ,
00 submit the upper portion
3 Closely Held Stock/Partnership Interest (Schedule C) .
L3) of this form with your
.
4 Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
.
5 Cash/Bank Deposits/Misc. Personal Property (Schedule E)
1,019,196.50
C5)
.
6 Jointly Owned Property (Schedule F1
c6) .00
. c7) .00
7. Transfers (Schedule G)
c8) 1,144,196.50
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8 5.555.6 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
c1I) 85,555.63
11. Total Deductions
clz) 1 , D58 , 640 .87
12. Net Value of Tax Return
C13)
.CD
13 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
. c14) 1,058,64D.87
14. Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
NOTE: reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX: .00 x 00 = .DO
15. Amount of Line 14 at Spousal rate C15)
00 X 04 5
= .00
16 Amount of Line 14 taxable at Lineal/Class A rate C16) .
. C17) 689.098.48 X 12 = 82,691.78
17. Amount of Line 14 at Sibling rate 09 X 15
542
369 = 55,431.31
18. Amount of Line 14 taxable at Collateral/Class B rate (187 .
,
(19)= 138,123.09
19. Principal Tax Due
TAX CR EDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
In_IO_~nll CD015082 6,886.74 130,847.99
INTEREST IS CHARGED THROUGH 06-26-2012 TOTAL TAX PAYMENT 137,734.73
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 388.36
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.07
TOTAL DUE 390.43
~ IF PAID AFTER DATE INDICATfiDr SEE REVERSE IF TOTAL DUE IS R6FLFCTCeD AS A "CREDIT" CCR), YOU MAY 3E DUi
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SLDE OF THIS FORM FOR INSTRUCTIONS.
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