HomeMy WebLinkAbout01-07-15 NOTICE OF INHERITANCE TAX _.7 pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-06RECORDED OFFICE OF
REGISTER CP 11"flL L S DATE 01-05-2015
ESTATE OF HAMSHER JR HARRY E
?0is iflN 7 R M 115 4 DATE OF DEATH 01-21-2014
FILE NUMBER 21 14-0097
C L ' C.F COUNTY CUMBERLAND
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SNELBAKER A 170 5-
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N 3 '0 ILI GXT ACN 101
44 W MAIN ST APPEAL DATE: 03-06-2015
MECHANICAUWE��' P' (See reverse side under Objections)
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Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HAMSHER JR HARRY EFILE NO. :21 14-0097 ACN: 101 DATE: 01-05-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 676,923.44 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 147,543.53 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,145,269. 16
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 3,136.88
B. Total Assets (8) 1,972,873.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 87,855.03
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1 ,813.06
11. Total Deductions (11) 89,668.09
12. Net Value of Tax Return (12) 1,883,204.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 432,415.65
14. Net Value of Estate Subject to Tax (14) 1,450,789.27
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 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) nn x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 1,450,789.27 x 15 = 217,618.39
19. Principal Tax Due (19)= 217,618.39
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-17-2014 CDO19034 10,263.16 195,000.00
08-28-2014 CDO19616 .00 12,800.24
TOTAL TAX PAYMENT 218,063.40
BALANCE OF TAX DUE 445.01CRI
INTEREST AND PEN. .00
TOTAL DUE 44.5.01CR
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.
REV-1470-LX(oi-1b)
pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION.
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG,PA 17128-0601
DECEDENTS NAME FILE NUMBER
Harry Hamsher, Jr. 2114-0097
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
B Increased the value by $590.01 per correspondence.
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