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HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 --- - NUTiCE OF INHERITANCE TAX APpR•A~ISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 2~~13 ~~i~ I5 f~ != 43 C _~~ ;,., Q~f i'i L~.,,'~~', ' Ji,~~ WM D SCHRACK III Ci~'~~"": _,, ~~' \~-,~~ p~ SCHRACK K LINSENBACH PO BOX 310 DILLSBURG PA 17019 cl) .00 C2) 80.74 C3) .00 C4) .00 C5) .00 c6) 163,725.45 ~7) .00 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------- ----------------------------------------------------------------------------- REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCKENBERRY MILLO J FILE N0. 21 07-1157 ACN 101 DATE 08-11-2008 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 REV-1547 EX AFP (D6-05) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ce) 163,806.19 APPROVED DEDUCTIONS AND EXEMPTIONS: 15,350.14 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.08 5.4 9 11. Total Deductions (11) 19.435.63 12. Net Value of Tax Return (12) 144,370.56 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 144,370.56 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 C16) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate X17) 144,370.56 X 12 = 17,324.47 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X i5 = .00 19. Principal Tax Due C19)= 17, 324.47 TAY f DCTTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 12-07-2007 CD009108 505.26 9,600.00 05-15-2008 CD009739 .00 7,219.21 TOTAL TAX CREDIT 17,324.47 BALANCE OF TAX DUE .00 INTEREST AND .PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1 FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) DATE 08-11-2008 ESTATE OF HOCKENBERRY MILLO J DATE OF DEATH 10-25-2007 FILE NUMBER 21 07-1157 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-10-2008 (See reverse side under Objections) Amount Remitted( MAKE CHECK PAYABLE AND REMIT PAYMENT T0: