HomeMy WebLinkAbout06-19-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'BUREAU OF INDIVIDUAL TAXES ApPRA.LSE,MENT,. A4LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OFi~EQUGT2pNJ$t ANp ASSESSMENT OF TAX
PO BOX 280601 "
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
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DATE 06-22-2009
~~~~ ~~~ ~ 9 ~~ ~: 2~ESTATE OF HOGAN SR ROBERT J
DATE OF DEATH 11-16-2008
FILE NUMBER 21 08-1186
r~-~~t~ G~ COUNTY CUMBERLAND
J BECK JR QRPHr^~P;'~ r,'JU~T ACN 101
(1~~°r~~ '~i-'; ;^:,1 APPEAL DATE: 08-21-2009
1035 WAYNE AVE ~~ _, ,. ~A,
CHAMBERSBURG PA 17201 (See reverse side under Objections)
Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -• R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOGAN SR ROBERT J FILE NO. 21 08-1186 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 29 3,356.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 24,288.46
8. Total Assets ($) 317,644.87
APPROVED DEDUCTIONS AND EXEMPTIONS: 18,479.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 253.62
11. Total Deductions (11) 18.733.12
12. Net Value of Tax Return (12) 298, 911 .75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 298,911.75
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:
•00 00 .00
15. Amount of Line 14 at Spousal rate C15) X =
298
911.75 045 13,451.03
16. Amount of Line 14 taxable at Lineal/Class A rate C16) , X =
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 (19)= 13,451.03
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-04-2009 (0010865 665.80 12,650.14
PAYMENT MUST BE MADE BY 08-16-2009*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 13,315.94
BALANCE OF TAX DUE 135.09
INTEREST AND PEN. .00
TOTAL DUE 135.09
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-88)~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENTS NAME
Robert J. Hogan, Sr.
Sheila Megonnell
2108-1186
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
G
Payable on Death Accounts are fully taxable with no exclusions.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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