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DATE 01-09-2007
ESTATE OF HOON CAROL A
DATE OF DEATH 02-23-2006
FILE NUMBER 21 06- 0212
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
A.ount Re.ittedl 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
ESTATE OF HOON CAROL A FILE NO. 21 06-0212 ACN 101 DATE 01-09-2007
..
...
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"',::'; ("::r=.NqTICE OF INHERITANCE TAX
'::: ~1a~A~S~"ENT, ALLOWANCE OR DISALLOWANCE
'~'~OF'DEbuCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
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Zn01 JM~ 16
JOHN D SHERIDAN
SERRATELLI ETAL
2080 LINGLESTOWN
HBG
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RD
PA 17110
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REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
76,832.00
1.596.00
.00
.00
324.00
.00
.00
(8)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
43,570.00
2,840.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
78,752.00
(11 )
(12)
(13)
(14)
4/;.610.00
32,342.00
.00
32,342.00
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TS:
(15) .00 X 00 .00
(16) 32,342.00 X 045 = 1,455.39
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 1,455.39
AMOUNT PAID
1,298.00
C I T
NUMBER
CD007424
PAID (-)
.00
INTEREST IS CHARGED THROUGH 01-24-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 1,298.00
THE BALANCE OF TAX DUE 157.39
INTEREST AND PEN. 1.98
TOTAL DUE 159.37
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL. INTEREST.
, .
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Hoon, Carol A.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
ITEM
SCHEDULE NO.
2106-0212
101
H 8-3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse or
if no spouse, a parent or child livina in the same household as the decedent as of the date
of death.
ROW
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