HomeMy WebLinkAbout07-24-09 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-' ~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,- APP~tAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - - _ .OF ;DPDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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ROBERT L HOOVER
1 CORNELL DR
CAMP HILL PA 17011
REY-1547 EX AFP (01-09)
DATE 07-20-2009
ESTATE OF HOOVER THOMAS F
DATE OF DEATH 12-02-2008
FILE NUMBER 21 08-1280
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-18-2009
(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 _ ~ R_ETA_IN LOWER POR_TION_ 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 HOOVER THOMAS F FILE N0. 21 08-1280 ACN 101 DATE 07-20-2009
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) (1) 262, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 341,981.00 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 215,358.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 23,505.00
B. Total Assets (B) 842,844.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10,554.00
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 655 .00
11. Total Deductions (11) 11 .209.00
12. Net Value of Tax Return (12) 831,635.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 831,635.00
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 C19) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 831,635.00 X 045 _ 37,424.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due
c19)=
37,424.00
icc ~.ciri L15000NT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-25-2009 (0010942 1,866.02 35,454.37 ~
PAYMENT MUST BE MADE BY 09-02-2009*. TOTAL TAX CREDIT 37,320.39
BALANCE OF TAX DUE 103.61
INTEREST AND PEN. .00
TOTAL DUE 103.61
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)