HomeMy WebLinkAbout05-27-14 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX01-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT.280601
HARRISBURG,PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 019204
LINDSEY SUSAN A
935 OLD QUAKER ROAD
ETTERS, PA 17319
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
________ fold
__________ ________
101 $1 ,038.75
ESTATE INFORMATION: SSN:
FILE NUMBER: 2113-0586
DECEDENT NAME: O'HARA ROBERT D
DATE OF PAYMENT: 05/27/2014
POSTMARK DATE: 05/23/2014
COUNTY: CUMBERLAND
DATE OF DEATH: 04/05/2013
TOTAL AMOUNT PAID: $1 ,038.75
REMARKS: RCPT TO ATTY
CHECK# 1005
INITIALS: DB1
SEAL RECEIVED BY: LISA M. GRAYSON, ESQ.
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX ) . pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ? DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - REV-1547 Ex AFP {e8-13)
PO BOX 280681
HARRISBURG PA 17128-0607.
DATE 05-19-2014
ESTATE OF OHARA ROBERT D
DATE OF DEATH 04-05-2013
FILE NUMBER 21 13-0586
MYERS EDMUND G COUNTY CUMBERLAND
ACN 101
301 MARKET ST APPEAL DATE: 07-18-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - -i --RETAIN LOWER PORTION FOR YOUR RECORDS 4-
REY-1547 €X AFF COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OHARA, ROBERT DFILE NO. :21 13-0586 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 196,759.20 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 302,044.70 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax Payment.
S. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 534,627.81
6. Jointly Owned Property (Schedule F) (6) .00 O
7. Transfers (Schedule G) (7) 273,82&74 rn _
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm, Costs/Mist. Expenses (Schedule H) (9) 59,673:1 I" T"+.7 rn 'rn
8 m
10. Deb 15,61 � '
Debts/Mortgage Liabilities/Liens (Schedule I3 (10)x.4 ?J C3 q `
11. Total Deductions kc=p(kp -0 75TG .94
12. Not Value of Tax Return t'j( )-) 31, 7 2.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) O I- rn.00
14. Net Value of Estate Subject to Tax �C1 j 1 .2315 31 51
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 1718 and/W 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) •DO X 00 = .00
16. Amount of Line 14 taxable at lineal rate {1b) - On X 045 = .00
17. Amount of Line 14 at sibling rate (17) .OD X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 1 ,231,973.51 X 15 = 184,796.03
19. Principal Tax Due (19)= 184,796.03
TAX• CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-03-2013 CDO17840 3,947.37 75,000.00
01-06-2014 CDO18618 .00 104,830.94
INTEREST IS CHARGED THROUGH 06-03-2014 TOTAL TAX PAYMENT 183,778.31
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,017.72
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21.03
TOTAL DUE 1,038.75
* 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 FOR INSTRUCTIONS.
JERRY R.DUFFLE - L A W 0 F F I C E S BARRIE B.GEHRLEIN
RICHARD W STEWART �OT T- ^O� AROLY NY'L LUCIDO
EDMUND G.MYERS A\`IT(J' CAROLYN B.MCCLAIN
DAVID W DELUGE 1 JOHN A.LUCY
JOHN A. S'I'RETTI DUFFIE MATTHEW RIDLEY
JEFFREY B.DUFFIE KAREN L.MASCIO
Mnxx C.DUFFIE
JOHN R.NINOSKY OF COUNSEL
MICHAEL J.CASSIDY JOHNSON
HORACH A. NSON
MELISSA P.GREEVY C.ROY C A. JOH S N
WADE D.MANLEY
1914-2014
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May 23, 2014
Register of Wills Office
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
RE: Estate of Robert D. O'Hara
Date of Death: April 5, 2013
Your File No. 21-13-0586
Our File No. 17653-1
Dear Register:
Enclosed please find Estate Check No. 1005 in the amount of$1,038.75 made payable the Register of
Wills, Agent along with a copy of the Notice of Assessment requesting additional payment.
We have enclosed a copy of this correspondence which we ask that you time stamp and return to us in
the enclosed self addressed stamped envelope. Should you have any questions, please do not hesitate to
contact our office.
Very truly yours,
JOnHNSON, DUFFIE, STEWART&WEIDNER
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Estate Administration Paralegal r' N J
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c: Susan A. Lindsey, Executrix . C.
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301 MARKET STREET P.O. BOX 109 LEMOYNE,PENNSYLVANIA 17043-0109
WWW.JDSW.COM 717.761.4540 FAX: 717.761.3015 MAIL @JDSW.COM
JOHNSON, DUFFIE, STEWART & WEIDNER, P.C.
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