HomeMy WebLinkAbout10-16-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'--; r~~~~~~;~~'( Wt~T'~ICE~~ d~, INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~#Pp$IC~,S6MENT;' ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `
PO BoX 280601 ' ~'.a~. ~F~...~DUCTION~, AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
~;~ ~~~ ~ ~ ~ ~: 4~j DATE 10-12-2009
ESTATE OF HOCKENBERRY ETHEL M
r,~ r-;~-,:~ ;--~,r DATE OF DEATN 02-10-2009
j~L.~`~'\ ' `` 21 09-0174
~~,~, ~ ; , , ~~Y FILE NUMBER
~~ s~ ~~.,. ~` ``£;~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ `~ ACN 101
IRWIN ~ MCKNIGHT APPEAL DATE: 12-11-2009
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 A~ount Re~itted
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 ~
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOCKENBERRY ETHEL M FILE N0. 21 09-0174 ACN 101 DATE 10-12-2009
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) .Q 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) 4 0,8 9 9.14
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .D 0
B Total Assets Cg) 40,899.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,353.54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 7 .353 _ 54
12. Net Value of Tax Return C12) 33,545.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14 Net Value of Estate Subject to Tax C14) 33,545.60
.
NOTE: If an assessaent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 33, 545.60 X 045 = 1, 509.55
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due (19)= 1,509.55
TAY ~`DG'T1TTC.
A NT
DATE R CE P
NUMBER SCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
D4-27-2009 CD011168 75.48 1,434.07
TOTAL TAX CREDIT 1,509.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEL
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~,~'