HomeMy WebLinkAbout02-23-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280601 FFICE OF
HARRISBURG PA IiN-QDIRP�E C. i
REGISTE", C F VILLS DATE 02-24-2015
?015 IFEB 23 pF1 12 28 ESTATE OF OHARA ROBERT D
DATE OF DEATH 04-05-2013
FILE NUMBER 21 13-0586
C LE COUNTY CUMBERLAND
MYERSD
-EMUND- G
ORPHAtl , . ACN 101
301F.T-� ST R E E-T APPEAL DATE: 04-25-2015
P 0 B 07 (See reverse side under Objections)
LEMOYNE PA 17043-0109 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-
i-V---li4-7--Ei--AFP-(-1-1--i-4-)-NOTICE--O-F-INHERITANCE-TAX--APP-R-A-li-E-M-ENi-p--ALLOWANCE-;i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OHARA ROBERT DFILE NO. :21 13-0586 ACN: 101 DATE: 02-24-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: 2 SUPPLEMENTAL RETURNS 01 AND 02
1. Real Estate (Schedule A) (1) 37,166.40 NOTE: To ensure proper
2. Stocks and Bonds (Schedule 8) (2) 10,200.00 credit to your account,
00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
6. Jointly Owned Property (Schedule F) C6) Oa
7. Transfers (Schedule G) (7) .00
8. Total Assets 47,366.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 180.00
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 00
11. Total Deductions (11) 180.00
12. Net Value of Tax Return (12) 47,186.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,279,159.91
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 C16) -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) 1,279,159.91 x 15 = 191,873.99
19. Principal Tax Due (19)= 191,873.99
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
SUMMARY OF ALL 05 PAYMENTS
10-20-2014 3,947.37 .00
186.38- 188,113. 16
TOTAL TAX PAYMENT 191,874.15
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
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.