HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ rt ~Rt~~E 'OF INHERITANCE TAX
INHlM2ITANCE TAX DIVISION ;~.;, -APPKRIS,~f'ME '~> ALLOWANCE OR DISALLOWANCE
PO BOX 280601 -~- ~'V~ A~IrUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
Z~QB.~U~ 25 P~ j: Q f DATE 07-28-2008
ESTATE OF HOOPY GEORGE C
C~~RP~ ~~ DATE OF DEATH 07-12-2007
~~~~~'~ v~~R~ COUNTYUMBER 21 07-0692
qr:, ni .•.,~. ,.,,~ CUMBERLAND
EDMUND G MYERS C~r`' '~~ ,.~.. P/~ ACN 101
JOHNSON DUFFIE APPEAL DATE: 09-26-2008
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 HOOPY GEORGE C FILE N0. 21 07-0692 ACN 101 DATE 07-28-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,427,813.12 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 626.4 78.4 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) t7) 661,449.04
8. Total Assets tg) 3,715,740.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
154,125.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.712.65
11. Total Deductions tll) 1 ri7.8~7.67
12. Net Value of Tax Return C12) 3,557,902.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 3,03 2,765.62
14. Net Value of Estate Subject to Tax C14) 525, 137.30
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) 525,137.30 X 15 _ 78,770.60
19. Principal Tax Due tlg)- 78,770.60
rwv rorntre.
A M NT
DATE RECE
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-11-2007 CD008799 2,368.42 45,000.00
04-11-2008 CD009535 .00 30,126.07
iNItKtSI 1S 1:HAKGED THRUUGH OS-12-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 77,494.49
BALANCE OF TAX DUE 1,276.11
INTEREST AND PEN. 29.89
TOTAL DUE 1,306.00 ,}
IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (688)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
George C. Hoopy 2107-0692
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The tax calculation was adjusted per discussion with the Estate's representative.
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