HomeMy WebLinkAbout03-26-10- •. NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL raxES APPRAIS£M~,i~T'y ,ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION (1F ~ DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 288601 ~ -_ REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0681
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STEPHEN L BLOOM '-~ ;~_!
IRWIN 8, MCKNIGHT PC
60 E POMFRET ST
CARLISLE PA 17013
DATE 03-15-2010
ESTATE OF HOOVER FRANCES D
DATE OF DEATH C13-26-2008
FILE NUMBER `e!1 08-0441
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-14-2010
(See reverse ,side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION
-------------------------------------- FOR YOUR RECC
IRDS F--
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX _
APPRAISEMENT, ALLOWANCE _
_
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI" OF TAX
ESTATE OF: HOOVER FRANCES DFILE N0.:21 08-0441 ACN: 101 DAT
E: 03-15-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF
RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) (1) .00
NOTE: To ensure proper
3. Closely Held Stock/Partnershi
I
t C2) .00 credit to your account,
p
n
erest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .
.00 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) C6) .00
(7) .00
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS• c8) .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12• Net Value of Tax Return C11) 29,775.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tr t 29,775.00-
14. Net Value of Estate Subject to Tax us
s (Schedule J) C13) .00
c14) _ 1 , 047, 763.97
NOTE: If an assessment was issued previously, li nes 14
15
reflect figures that
include the total
f
A ,
and/or 16, 17, 18 and 19 will
ASSESSMENT OF TAX: o LL returns assessed to d ate.
15. Amount of Line 14 at Spousal rate I15) ..00 -
00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) -
X .00
17. Amount of Line 14 at Sibling rate ~- X 045 = .00
18. Amount of Line 14 t c 17 ) .~Q,~ x 12 = . 0 0
axable at Collateral/Class B rate (18) 1,047,763
97
15
19. Principal Tax Due .
=
X 157, 64.60
1
TAX CREDITS: c19)= 157, 164.60
PAYMENT RECEIPT D
ISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
06-23-2008 CD009918 7
858
23
03-27-2009 REFUND ,
. 160,iD00.00
.00 6,450.69-
TOTAL TAX PAYMENT 161,407.54
BALANCE OF 'TAX DUE 4,242.94CR
INTEREST AND PEN. .00
TOTAL DUE 4,242.94CR
C9) .00
clo) 29, 775.00
~ 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.
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