HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX pennsytvan;a
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (08.13)BOX PO 2$0601
HARRISBURG PA 17128-06 01
DATE 05-19-2014
ESTATE OF OHARA ROBERT D
DATE OF DEATH 04-05-2013
FILE NUMBER 21 13-0586
COUNTY CUMBERLAND
MYERS EDMUND G ACN 101
301 MARKET ST APPEAL DATE: 07-18-2014
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted---------
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE - —i RETAIN LOWER PORTION FOR YOUR RECORDS �--
______________________.. -__--__--__-___-____-_-__-__-___-____________-___-________-__-__
REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENL. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OHARA ROBERT DFILE NO. :21 13-0586 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: t ) ACCEPTED AS FILED C X) CHANGED SEE 42TACHED S4ICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 196,759.20 n"P DU, To _:RB6 re,PJF d1ter
2. Stocks and Bonds (Schedule B) (2) 302,044.70 c tr-SdSb to-lour aocbant,
. �� s>;Bm th�,R Per'�Pdtion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) =^s this fro wit!) /yfur
4. Mortgages/Notes Receivable (Schedule D) (4) tax payment. =b Q
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E} (5) 534,627.81 ' --0 t) q
6. Jointly Owned Property (Schedule F) (6) '800 'T7 : -T1
4_
7. Transfers (Schedule 63 (7) 273,826.7 rr(yy�yy
8. Total Assets (g) 1 ,i117 ,2d$,q5
APPROVED DEDUCTIONS AND EXEMPTIONS: -77
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 59,673.08
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30)--. 15,611 .86
I1. Total Deductions (11) 75,284.94
12. Net Value of Tax Return (12) 1 ,231 ,973.51
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 1,231,973.51
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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) .00 X DO = .00
16. Amount of Line 14 taxable at lineal rate (16) nn X 045 = .00
17. Amount of Line 14 at sibling rate C17).. - On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (la) 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 AN PEN. 21.03
TOTAL DUE 1,038.75
X 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. �1
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t pennsyly ania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
DLN: 14d13d20
BUREAU OF INDIVIDUAL TAXES OF CHANGES SSN:
PO Box 280801
HARRISBURG PA 17128-M91-
DECEDENT'S NAME FILE NUMBER
Robert D O'Hara 2113.0586
REVIEWED BY ACN
Jason Kreiser 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of the real estate has been increased from $189,974.40 to $196,759,20 as the
result of field investigation and/or use of the common level ratio to reflect reasonable
fair market value.
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