HomeMy WebLinkAbout08-20-10NOTICE OF INHERITANCE TAX pennsyl
"''"~r, /~R~PI~-LS.~hI~NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF R
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ~',~0~ '-DE'~IU% IONS AND ASSESSMENT OF TAX REY-1547 EX AFP c
PO BOX 280601 _'~{ -'-~ :?
HARRISBURG PA 17128-0601 '`' ...
~~(~~~~~,~ r~~ DATE 08-16-2010 \
_ i- ~ ~ ~ ESTATE OF ROCKER MILDRED
DATE OF DEATH 03-04-2010
~~~; '' '~ F I LE NUMBER 21 10 - 0237
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JOHN M EAKIN ~~ + ~~~~' ' ~ -~ ,- ACN 101
MARKET SQUARE BUILDING ~ ~~ APPEAL DATE: 10-15-2010
M E C H A N I C S B U R G P A 17 0 5 5 ( 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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E--
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROCKER MILDRED LFILE N0.:21 10-0237 ACN: 101 _
OR!______________
DATE: 08-16-2010
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 283 s 311.00 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 1 , 752 , 1 06.25 tax payment .
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0
b. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 2,035,417.25
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses tSchedule H) C9) 115,4 5 6.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,141.38
C11) 123,597.54
11. Total Deductions C 12) 1 , 911 , 819.71
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,0 61,819.71
14. Net Value of Estate Subject to Tax (14) 850, 000.00
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.
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 (lb) _~ 0 X 0 4 5 - .0 0
17. Amount of Line 14 at Sibling rate C17) 380.000.00 X 12 45,600.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 470,000.00 X 15 - 70,500.00
19. Principal Tax Due C19)= 116, 100.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-22-2010 CD012789 5,789.47 110,000.00
05-28-2010 CD012826 15.53 600.00
TOTAL TAX PAYMENT 116,405.00
BALANCE OF TAX DUE 305.000R
INTEREST AND PEN. .00
TOTAL DUE 305.000R
* 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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REV-1470 EX (6-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Mildred Hocker 2110-0237
REVIEWED BY ACN
Tracell Collins-Smith 101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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