HomeMy WebLinkAbout04-24-09 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_
- ~~ ~ 'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APfRAl$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 •- -~ .~ .~ _.OF'bEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 IX AFP CO1-09)
~~"~~~~ G~4 ~~~ l
'~ ~ ~
t
DATE 04-20-2009
ESTATE OF HOY CAROL L
C:-f_f-;;( (; DATE OF DEATH 06-10-2006
~~'r
FILE NUMBER 21 06-0849
~,;;, ~;
CU"`~ _;'~
COUNTY CUMBERLAND
EDWARD P SEEBER , .
ACN 101
555 GETTYSBURG APPEAL DATE: 06-19-2009
SUITE C - 4 0 0 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION
FOR YOUR RECORDS F
REV-1547 EX AFP CO1-09 _
_ _______________
) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOY CAROL L FILE N0. 21 06-0849 ACN 101 DATE 04-20-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 00.000.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 400,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
123,492.89
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 17;,49 .gq
12. Net Value of Tax Return (12) 276,507.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (S chedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 295, 141 .35
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 PD CfIiTC.
(15) 295, 141 .35 X 00 _ . 00
(16) .00 X 045 _ .00
(17) .00 X 12 _ .00
(1B) .00 X 15 _ .00
c19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE , 0 p :-- ~
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR INSTRUCTIONS.)