HomeMy WebLinkAbout11-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
h ,..~ NOTICE OF INHERITANCE TAX
BURElaU OF INDIVIDUAL TAXES AGppkAil'tfNT,IAtLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~, ~ QF4 DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 , , ~!u ; N~ ~ `- i` _ , REV-1547 EX AFP (06-05)
HARRISBURG PA 17128-0601
2O~J6 N~V "S ~~ ~'' ~$ ESTATE OF HO~OVER2008 DOROTHY J
DATE OF DEATH 06-29-2008
(,~~~ ~~ FILE NUMBER 21 08-0737
ORPHf~f`S ~Rr COUNTY CUIMBERLAND
MARCUS A MCKNIGHT II~M~~~~~':~ C~ pA ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 01-02-2009
6 0 W P O M F R E T S T (See reverse side under Objections
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, P~~ 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E~-~
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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 HOOVER DOROTHY J FILE N0. 21 08-0737 A(:N 101 DATE 11-03-2008
TAX RETURN WAS: C ) 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) (1) 258,000.00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 14,596.56
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
272,596.56
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,415.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 805.96
11.
Total Deductions
C11) 14.221.56
-
258,375.00
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
258,375.00
14. Net Value of Estate Subject to Tax C14)
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:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 258,375.00 X 045 = 11,626.88
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal
r w rornrrc. Tax Due (19)= 11,626.88
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-04-2008 CD010091 573.47 1(1,895.91
PAYMENT MUST BE MADE BY 03-29-2009*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX (:REDIT 11,469.38
BALANCE OF TAX DUE 157.50
INTEREST AND PEN. .00
TOTAL DUE 157.50
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~--t
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 (6-88)
• f ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
S NAME
Hoover, Dorothy J.
BY
Justin R. Gilmore
INHERITANCE TAX
EXPLANATION
OF CHANGES
101
FI
ER
2108-0737
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
H 3 The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
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