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HomeMy WebLinkAbout07-13-07 DATE 07-09-2007 ESTATE OF HOBBS THOMAS P DATE OF DEATH 06 -20 -2006 FILE NUMBER 21 06-0588 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-07-2007 ( 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOBBS THOMAS P FILE NO. 21 06-0588 ACN 101 DATE 07-09-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX rr'-:-'~"AFPRA'IS"EMtNT, ALLOWANCE OR DISALLOWANCE , '~F DEDUCTIONS AND ASSESSMENT OF TAX ZOQ1 jUL I 3 PM 12: 35 DAVID J LENOX THE WILEY GROUP 130 W CHURCH ST DILLSBURG '~t '~')T /1 Ii OfY'J ell PA 17019 REV-1547 EX AFP (06-05) TAX RETURN WAS: (X) ACCEPTED AS F I LED ) 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) 1,670,000.00 1,275,539.59 75,000.00 .00 62,839.47 .00 744,116.66 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions (9) (0) .00 13.029.02 (1) (2) (3) (4) 12. 13. 14. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 3,827,495.72 13.0?9.0? 3,814,466.70 2,995,350.04 819,116.66 HOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ 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 TAX CREDITS' (5) 819,116.66 X 00 .00 (6) .00 X 045 = .00 (7) .00 X 12 .00 (8) .00 X 15 .00 (9)= .00 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 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. i~) IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DlJE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)