HomeMy WebLinkAbout01-15-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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JAMES D HUGHES ESQ aRp~'~'~rS '~'`~~~
SALZMANN HUGHES PC CU~1?~~~.`~`'''`~' ~'``~' ~'~'
354 ALEXANDER SPRING
CARLISLE PA 17015
NOTICE OF INHERITANCE TAX
APPRAISEMENT,r /~,I,~LOWANCE OR DISALLOWANCE
OF D~I1_~IITIbt~$f' AND ASSESSMENT OF TAX
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DATE 01-13-2010
ESTATE OF HOCK AARON M
DATE OF DEATH 07-13-2008
FILE NUMBER 21 08-0950
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-14-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
20i~ JAS 15 P~ 12~ 36
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4-
REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APPR
AISEM _
ENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HOCK AARON MFILE N0.:21 08-0950 ACN: 101 DATE: 01-13-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,7 64.61 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) 18,854.94
6. Jointly Owned Property (Schedule F) ((,) 1,922.50
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROVED DEDUCTIONS AND
EXEMPTIONS:
(s) 22,542.05
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 12.41 5.60
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 12.52 1.90
11. Total Deductions (11) 24,937.50
12. Net Value of Tax Return C12) 2,395.45-
13. Charitable/Governmental Bequests; Non-sleeted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,395.45-
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .9 . ~0 x 045 = 86.51
17. Amount of Line 14 at Sibling rate C17) .DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 86.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07-14-2009 CD011486 .00 86.51
01-06-2010 SBADJUST .00 1.09
TOTAL TAX PAYMENT 86.51
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~~