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HomeMy WebLinkAbout07-16-10 (2)NOTICE OF INHERITANCE TAX pennsylvania ~ APPRAI$EhJ.E~l+l~ "LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES -~~~''t'~ -i-~ INHERITANCE TAX DIVISION ~. ~~."`•.i pF-DI~C'T'~ AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09) PO BOX 280601 _ ~':' 1 i HARRISBURG PA 17128-0601 --~'~",~,_{,~;~ . -_ ~ - ~V~ ~~ ~y~'~~ 4J DATE 07-13-2010 ~1a~Q V t~ ESTATE OF HOUGH RODNEY K i. DATE OF DEATH 08-10-2009 Q~~V~ FILE NUMBER 21 09-0778 ~~~. ~~'`~; `J COUNTY CUMBERLAND SUSAN J HARTMAN ~` }~, ~, ~., ~ . ~'~`,`~ ~~: ACN 101 1 IRVINE ROW ~~~~,... APPEAL DATE: 09-11-2010 C A R L I S L E P A 17 013 (See reverse side under Objections Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT-ALONG-THIS-LINE----- -~ --RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS- t- ------------------- REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOUGH RODNEY KFILE N0.:21 09-0778 ACN: 101 DATE: 07-13-2010 TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) •~ ~ NOTE: To ensure proper .0 0 credit to your account, 2. Stocks and Bonds (Schedule B) (2) .0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) •~ ~ tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,5 3 9.01 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) .0 0 8. Total Assets (8) 7 , 539 . O 1 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 8.10 8.9 9 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 716.2 4 11. Total Deductions (11) 8,825.23 12. Net Value of Tax Return (12) 1 , 286 . 22- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 1 , 286 . 22- 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) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) _0 0 X 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate (17) _0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0 19. Principal Tax Due (19)= .0 0 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .00 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" (CR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS ._ A REV-1470 EX (01-10) ~ pennsylvania DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG. PA 17128-0601 DECEDENT'S NAME ~ l INHERITANCE TAX EXPLANATION OF CHANGES FILE NUMBER Rodney K. Hough 2109-0778 REVIEWED BY ACN Anita McCully 101 ITEM SCHEDULE NO. F EXPLANATION OF CHANGES The value of the jointly held asset is being stricken from the assessment of this return since it was previously assessed on 03-15-2010 under ACN 09160554. Row Page 1