HomeMy WebLinkAbout08-14-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
~;-,~ .DEPARTMENT OF REVENUE
;NOTICE OF INHERITANCE TAX
~~/kPP~,~~~EMENT, ALLOWANCE OR DISALLOWANCE
'~" ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
~~~ AUG ~ 4 r"" l2~ i 7
CLCi~i~ i~ir'
£~RPHAI~!'S CJ~JRT
GEORGE L HOOVER
1680 REVENE DR
MECHANICSBURG
PA 17050
REV-1547 EX AFP CO1-09)
DATE 08-03-2009
ESTATE OF HOOVEL BERNICE P
DATE OF DEATH 11-02-2008
FILE NUMBER 21 08-1100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-02-2009
(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 ALON_6 THIS LINE _ ~! R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E~ _ ______________
REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOOVEL BERNICE P FILE N0. 21 08-1100 ACN 101 DATE 08-03-2009
TAX RETURN WAS: C 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) C1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ~0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 332,243.10
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 332, 243.10
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 18,575.03
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) )8.~7 .0~
12. Net Value of Tax Return C12) 313, 668.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 313, 668. O7
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 C15) .0 0 X 0 0 _ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • DO X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 313, 668.07 X 15 _ 47, 050.21
19. Principal Tax Due (19)= 47, 050 .21
TAX CREDITS•
PA MEN
DATE RECEIPT
NUMBER ISCOUN +)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-09-2009 CD010762 2,350.33 44,656.22
03-03-2009 CD010967 .00 41.48
06-30-2009 CD011427 .00 4,511.96
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 51,559.99
BALANCE OF TAX DUE 4,509.78CR
INTEREST AND PEN. .00
TOTAL DUE 4,509.78CR
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)