HomeMy WebLinkAbout03-20-09COMMONWEALTH OF PENNSYLVANIA
DEPA_RTM,EMT-~,Of REVENUE
~NOT,ICE bF~''INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI~EMENT,./~LLDW~NCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D~D1)GT~'ON' SJAND ASSESSMENT OF TAX
PO BOX 280601
WIRRISBURG PA 17128-0601 REV-1547 IX AFP CO1-09)
~~Q~M~~~O PM~~ATE~ 03-16-2009
ESTATE OF HOOK JOANNE N
CLER~~CF TE OF DEATH 04-08-2008
11R~7~~rj `i~ NUMBER 21. 08-0456
~~~~~~~~1_~f~t~ ~-`f,'flY CUMBERLAND
RANDALL K MILLER ESp ACN 101
RANDALL K MILLER ATTY APPEAL DATE: 05-15-2009
1255 S MARKET ST 102 (See reverse side under Objections)
ELIZABETHTOWN PA 17022 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 (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOOK JOANNE N FILE N0. 21 08-0456 ACN 101 DATE 03-16-2009
TAX RETURN WAS: C 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13
14
~1) 133,653.02 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 9 , 275.22
c6) 7,789.99
I7) .00
c8) 150,718.23
10,615.76
C9)
ci0) 9.339.97
(11) 19.9~~-73
c12) 130,762.50
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) .00
Net Value of Estate Subject to Tax C14) 130,762.50
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiDUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •OD X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 130,762.50 X 045: 5,884.32
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .DO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 5,884.32
TAY CRFTITTS.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-18-2008 (0010541 .00 5,884.32
TOTAL TAX CREDIT 5,884.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
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.)