HomeMy WebLinkAbout05-04-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA.
DEPARTMENT OF REVENUE
_ ~`, ~ NQTICE OF INHERITANCE TAX
-AF'PRAI~~EMENT, ALLOWANCE OR DISALLOWANCE
- -~ 'OF DEDUCTIONS AND ASSESSMENT OF TAX
~C~~ ~t~~~ -~ F~ ~~ ~ ~ ~
WILLIAM A DUNCAN ~"
DUNCAN 8~ HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
REY-1547 EX AFP CO1-09)
DATE 04-27-2009
ESTATE OF HOPPER GEORGE E
DATE OF DEATH 08-10-2008
FILE NUMBER 21 08-0864
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-26-2009
(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 CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOPPER GEORGE E FILE N0. 21 08-0864 ACN 101 DATE 04-27-2009
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) (1) .00 NOTE: To insure proper
2.
3. Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) (2)
I3) 802,538.02
.00 credit to your account,
submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) I5) 10 5,022.14
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 907,560.16
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,028.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11)
In.n~s.s~
12. Net Value of Tax Return (12) 897,531.34
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Sub3ect to Tax (14) 897,531.34
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 (15) 897,531..34 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due Ilg)= .00
TAY CQFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.)