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NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INDIVIDUAL TAXES
BUREAU OF OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISIONREV-1547 EX AFP CII-14)
PO BOX 280601
HARRISBURG PA 17128-0601 REk"J'MIED OFFICE OF
R E q I S_I`_ _' 0r Vii!?_S
ATE 09-15-2015
pl� 1t! T4TE OF HANSON EUGENE R
HIS SO 29 klft OF DEATH 09-06-2013
FILE NUMBER 21 13-0970
COUNTY CUMBERLAND
MATEYA MARK A ORPIFIAN71' G0UA'CN 101
55 W CHURCH AVE CUMBEPL ',") GJ- .'A APPEAL DATE: 11-14-2015
CARLISLE PA 17013-3202 (See reverse side under Objections)
Amount Remitted
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 -- -------------------
E -1547 EX F C I- NOTICE � ;E
�--------- ji i 0 INHERITANCE IT NC TAX PP A EM NT, iELO ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HANSON EUGENE RFILE NO. :21 13-0970 ACN: 101 DATE: 09-15-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 161,020.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 302,086.46 credit to your account,
S. Closely Hold 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 937,443.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 744,645.20
8. Total Assets (8) 2,145,195.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 100,503.05
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,914.05
11. Total Deductions (11) 106,417.10
12. Net Value of Tax Return (12) 2,038,778.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 553,405.00
14. Net Value of Estate Subject to Tax (14) 1 ,485,373.48
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) 1 .4Rti.373-48 x 045 = 66,841.81
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19)= 66,841 .81
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-18-2013 CDO18416 3,-157.89 60,000.00
INTEREST IS CHARGED THROUGH 09-30-2015 TOTAL TAX PAYMENT 63,157.89
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,683.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 145.30
TOTAL DUE 3,829.22
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.