HomeMy WebLinkAbout01-30-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AP•PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ - _`~OF-DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP C12-OB)
HARRISBURG PA 17128-0601
Ll'~'. ~ iii J~ ~~'j (E' ~~ DATE 01••27-2009
ESTATE OF HOOVER RUTH E
f..,~ : ~ DATE OF DEATH 02-29-2008
{~~_~.~ ~r~~ ; ;~
nOR~N~~~,, (~(~l~~T FILE NUMBER 21 08-0617
\iU^~~i~?F r, ~~ I+,', ",%1 , p COUNTY CUMBERLAND
WILLIAM A DUNCAN • ~ ACN 10:L
1 IRVINE ROW APPEAL DATE: 03-28-2009
CARLISLE PA 17013 (See reverse side under Objections)
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 ~ _ _______________
REV-1547 EX AFP (12-081 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOOVER RUTH E FILE N0. 21 08-0617 ACN 101 DATE 01-27-2009
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
I1) 60,000.00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(y) .00 tax payment.
C5) 936.17
c6) .00
c7) .00
cs) 60,936.17
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,215.83
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 38.411.80
11 . Total Deductions I11) ~7 .6 7 - 63
12. Net Value of Tax Return (12) 8,308.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax
c14) 8,308.54
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 =
8,308.54 X 045 = 373.88
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
•00 X 15 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
c19)= 373.88
19. Principal Tax Due
1l1A ~.RLL11J:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT (PAID
10-06-2008 CD010358 .00 373.88
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 373.88
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~''}~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE J )
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /