HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
1~OT~ECE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - JIPPRAlSEME`NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D~DUCtIONS AND ASSESSMENT OF TAX
PO BOX 28D601 _ _ ..
HARRISBURG PA 17128-0601 ~ ~ REV-1547 EX AFP (06-05)
2~~'J ~~~ ~ ~ {ry~,;i ~~; r,,~ DATE 12-01-2008
ESTATE OF HOVETTER EDNA A
DATE OF DEATH 12-29-2007
~~.~~ FILE NUMBER 21 08-0042
~t~"i~'~t;`~ n t.v,-~~~ COUNTY CUMBERLAND
SUSAN J HARTMAN ~, k„' ' ~~ , F,A ACN 101
DUNCAN K HARTMAN APPEAL DATE: 01-30-2009
1 I RV I NE ROW (See reverse side under Objections)
CARLISLE PA 17013 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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOVETTER EDNA A FILE N0. 21 08-0042 ACN 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) 185, 000.00
(2) 1,930,281.99
(3) .00
(4) .00
(5) 43,552.34
(6) .00
C7) .00
(B)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,158,834.33
APPROVED DEDUCTIONS AND EXEMPTIONS: 98,937.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 21 , 344.59
11. Total Deductions (11) 120,282.42
(12) 2,038,551.91
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 5,000.00
(14) 2, 033, 551 .91
14. Net Value of Estate Subject to Tax
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) 2,033,551.91 X 045 = 91,509.84
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)= 91,509.84
19. Principal Tax Due
1 AA I.RCLl 1 J -
PAYMENT
DA'iE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-20-2008 CD009434 4,575.49 89,000.00
TOTAL TAX CREDIT 93,575.49
BALANCE OF TAX DUE 2,065.65CR
INTEREST AND PEN. .00
TOTAL DUE 2,065.65CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. 1
FOR I:ALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~
n orcnun ccG REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~'