HomeMy WebLinkAbout04-13-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
... . . NonCE OF INHERITANCE TAX
APPRAISEM~NT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 04-16-2007
ESTATE OF HOY CAROL L
DATE OF DEATH 06-10-2006
FILE NUMBER 21 06-0849
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-15-2007
( See reverse side under Objections)
Amount Remittedl 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 +--
REY:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOY CAROL L FILE NO. 21 06-0849 ACN 101 DATE 04-16-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BDX 280601
HARRISBURG PA 17128-0601
:;-, ! '{
i' j V
!: 0 I
EDWARD P SEEBER
PECHT & ASSOCIATES
1205 MANOR DR STE 200
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
7,828.12
.00
.00
.00
.00
15,919.12
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
23,747.24
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.
14.
(9)
ClO)
5,113.00
.00
(11)
Cl2)
Cl3)
Cl4)
1i.113.00
18,634.24
.00
18,634.24
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: If an assessment 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 Cl5) 18,634.24 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( (F T.TAL 'U' (S L'SS THAH ". H' PAV"'T IS R"UIR". · ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BEDU~
A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.