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HomeMy WebLinkAbout08-20-10NOTICE OF INHERITANCE TAX A `li~~~'~d~S,~FI€f~•T~,~,~-ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES ~- .~- ~- INHERITANCE TAX DIVISION OF DEIIUCT,~'ONS AND ASSESSMENT OF TAX PO BOX 280601 ' - - . 'r :" ~ ` HARRISBURG PA 17128-0601 ~~~~~~'~i'0 ~~~ ~~ Qy E~ I .t (. J J 1 ~,~ j STEPHEN D TILEY ~~`' -~~ ~~~ _ _; ;~=;~ 5 S HANOVER ST CARLISLE PA 17013 ~1) 155, 000.00 c2) .00 c3) .00 c4) .00 C5) 13, 710.00 c6) 5, 188.00 C7) 981.00 CUT ALONG THIS LINE-__-- -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f-- _ _______________ REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOCH FRANCES EFILE N0.:21 10-0090 ACN: 101 DATE: 08-16-2010 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) pennsylvan~a ~ ~`~ DEPARTMENT OF REVENUE REV ••1547 EX AFP C12-09) NOTE: To ensure proper credit to your account, submit. the upper portion of this form with your tax payment. c8) _ 174,879.00 C9) 17, 131.00 clo) 5, 050.00 11. Total Deductions C11) _ 22, 181.00 12. Net Value of Tax Return C12) 152, 698.00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0 14. Net Value of Estate Subject to Tax C14) _ 152, 698.00 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. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 57.698 _ 00 x 045 = 6,871.00 17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0 19. Principal Tax Due C19)= 6,871.00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 03-17-2010 CD012489 343.55 6,650.00 TOTAL TAX PAYMENT 6,993.55 BALANCE OF TAX DUE 122.55CR INTEREST AND PEN. .00 TOTAL DUE 122.55CR * 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. DATE 08-16-2010 ESTATE OF HOCH FRANCES E DATE OF DEATH 12-23-2009 FILE NUMBER 21 10-0090 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-15-2010 (See reverse side under Objections ) Amount Remitted -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013