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HomeMy WebLinkAbout06-05-09COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AP.PRAISf1~lE1!iT~ ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 - HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09) DATE 06-02-2009 ~U~ ~~'~ -'~, ~~~~ (~: ~~ ESTATE OF HOSTETLER SR DONALD W DATE OF DEATH 01-06-2008 ~.,~ ~-,` ,`,, FILE NUMBER 21 08-0049 ~~,, _ -;,~ DoT COUNTY CUMBERLAND BRIAN HOSTETLER ~ ' , , ~~., ACN 101 165 LEE ANN CT ~`~- '~ APPEAL DATE: 08-01-2009 ENOLA PA 17025 (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 HOSTETLER SR DONALD W FILE N0. 21 08-0049 ACN 101 DATE 06-02-2009 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) 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 cl) .00 c2) .00 c3) .00 C4) .00 c5) 8,000.00 c6) .00 C7) . 0 0 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. C8) 8, 000.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 1,465.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 914 .60 11. Total Deductions C11) x'379.60 12'. Net Value of Tax Return (12) 5,620.40 13~. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00 14~. Net Value of Estate Subject to Tax C14) 5, 620 .40 NOTE: If an assessment was issued previously, l ines 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: 1Fi. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00 lE.. Amount of Line 14 taxable at Lineal/Class A rate (16) 5, 620 .40 X 045 = 252.92 li'. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00 1FS. Amount of Line 14 taxable at Collateral/Class B rate (18) • 00 X 15 = . 00 1Si. Principal Tax Due Cly)= 252.92 ~^ PAYMENT~~ DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 12-30-2008 CD010705 4.13- 267.92 TOTAL TAX CREDIT 263.79 BALANCE OF TAX DUE 10.87CR INTEREST AND PEN. .00 TOTAL DUE 10.87CR * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1 FOR. CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE w nrr~~un crr ocVCOCC CTnC AC TIJTC CnDM CAD TNCTDIIf TTf1 A1C 1