HomeMy WebLinkAbout01-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEME_NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'OF` -nEb~JCt~YONS AND ASSESSMENT OF TAX
PO BOX 280601 " -.
HARRISBURG PA 17128-0601 _ ~~
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP C12-09)
DATE 01-13-2010
~~~(~ ~ ~ LJ ~~ ~~~ ~~ ESTATE OF HOOVER BERNICE P
DATE OF DEATH 11-02-2008
CLERK n~ FILE NUMBER 21 08-1100
Q~p~ COUR~ COUNTY CUMBERLAND
JOHANNA H REHKAMP J
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GUP ^
~i ~~'~ FA ACN 101
TURNER 8~ OCONNELL t APPEAL DATE: 03-14-2010
4 7 01 N F R O N T S T (See reverse side under Objections )
HBG PA 17110 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 ~ _
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOOVER BERNICE PFILE N0.:21 08-1100 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 30,829.75 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) .00
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
s. Total Assets (B) 30 , 829.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 750.DD
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 750.00
12. Net Value of Tax Return (12) 30,079.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subjeet to Tax C14) 343,747.82
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 (15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) _00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) 343,747.82 )( 15 - 51,562.17
19. Principal Tax Due C19)= 51,562.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN 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
01-06-2010 SBADJUST .00 2.23
TOTAL TAX PAYMENT 51,562.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.