HomeMy WebLinkAbout03-20-09 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STEPHEN L BLOOM ESQ
IRWIN ~ MCKNIGHT
60 W POMFRET ST
CARLISLE PA
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
iNOT~I6E DF INHERITANCE TAX
APPRAI-SEM'ENT.r ALLOWANCE OR DISALLOWANCE
,',OF~,D ~.)UC$ OtVS AND ASSESSMENT OF TAX
"" REV-1547 EX AFP CO1-09)
L~~g ~~~ Z~ pM ~2' 2ESTATE OF HOOVER2009 FRANCES D
C~~~'i~ ~~ DATE OF DEATH 03-26-2008
'~~RAPr~ COl1RT FILE NUMBER 21 08-0441
Cil)~i~'t ~~"t"4`~~ ~'O•' ~~ACNNTY CUMBERLAND
101
APPEAL DATE: 05-08-2009
(See reverse side under Objections)
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 (Oi-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOOVER FRANCES D FILE N0. 21 08-0441 ACN 101 DATE 03-09-2009
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
(1) .00 NOTE: To insure proper
(2) 322,159.15 credit to your account,
(3) 00 submit the upper portion
of this form with your
(4) 167,512.31 tax payment.
(5) 589,179.70
(6) .00
(7) 65,174.70
($) 1,144,025.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
46,218.21
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(l0) 5.268.68
C11) 51 .486_A9
(12) 1,092,538.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) 15,000.00
14. Net Value of Estate Subject to Tax C14) 1,077,538.97
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY f DCTITTC.
(15)
C16)
.00 X
.00 X
C17) • 00 X
(le) 1,077,538.97 X
00 = .00
045 _ .00
12 = .00
15 _ 161,630.85
(19)= 161 , 630 .85
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-23-2008 CD009918 8,081.54 160,000.00
TOTAL TAX CREDIT 168,081.54
BALANCE OF TAX DUE 6,450.69CR
INTEREST AND PEN. .DO
TOTAL DUE 6,450.69CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED. I
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.)