HomeMy WebLinkAbout12-04-06
12-04-2006
HOOVER
08-12-2005
21 05-0818
CUMBERLAND
101
APPEAL DATE: 02-02-2007
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KAY F FILE NO. 21 05-0818 ACN 101 DATE 12-04-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'~M':x',C:'IO.I.~lWr~NHERITANCE TAX
r CMJ'HUsBHElIIt ~l)ALLOWANCE OR DISALLOWANCE
. .:':~~~~~..S, A:ND ASSESSI1ENT OF TAX
I '~'-"_""~ 1 L_ ''-' . _
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NATHAN C WOLF
WOLF 8 WOLF
10 W HIGH ST
CARLISLE
2006 DEe -4 PM 3: 26~:~=TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
Onnl-j"j''''' """''"'T
IIt"1 .;4,1' ;) 1.),)Un
C' n,-. ' ~,. ':)1,
\)1\1 ,., 1\
PA 17013
ESTATE OF
HOOVER
.
REV-1547 EX AFP (06-05)
KAY
F
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. 110rtgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/l1isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
104,000.00
.00
.00
.00
8.132.20
996.34
12.005.28
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/l1isc. Expenses (Schedule H)
10. Debts/l1ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitab1e/Govern.enta1 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
9,449.37
103.353.05
(11)
Cl2)
Cl3)
Cl4)
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rete (17)
18. A.ount of Line 14 taxable at Co11etera1/C1ass B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credi t to your account,
~it the upper portion
of this for. with your
tax pa~t.
125,133.82
]]2.802 42
12,331. 40
.00
12.331.40
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
~.. ......"..... \+J AI10UNT PAl:;
DATE NUI1BER INTEREST/PEN PAID (-)
03-03-2006 CD006395 .00 44.84
INTEREST IS CHARGED THROUGH 12-19-2006 TOTAL TAX CREDIT 44.84
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 510.08
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 21. 64
TOTAL DUE 531.72
.00 X 00 =
12,331.40 X 045=
.00x 12 =
.00 X 15 =
Cl9)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
554.92
.00
.00
554.92
( IF TOTAL DUE IS LESS THAN $1. NO PAYI1ENT IS REQUIRED. Cb
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
,
.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Kay F. Hoover
REVIEWED BY
Anita McCully
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
G 1
The IRA is taxable as the decedent was over the age of 59 %.
ROW
FILE NUMBER
ACN
2105-0818
101
Page 1