HomeMy WebLinkAbout08-06-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEM.ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF wD~,~UCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
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REV-1547 EX AFP C12-09)
DATE 08-02-2010
ESTATE OF HOCKLEY CONSTANCE W
DATE OF DEATH 02-27-2010
FILE NUMBER 21 10-0536
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-01-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REI'~IT 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
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOCKLEY CONSTANCE WFILE N0.:21 10-0536 ACN: 101
OR
DATE: 08-02-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) ,0 0 credit to your account,
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) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,9 5 2.0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) _ 1 , 952.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)„ 3.6 4 5.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) _ 3, 645.00
12. Net Value of Tax Return C12) _ 1 , 693. 00 -
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) (13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 1 , 693 . 00 -
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 17,- 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESS MENT 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 t16) .0 0 x 04 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.