HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~ ~ ~' "?4'PP1~t~~fM~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~1~.I~E~CTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,
HARRISBURG PA 17128-0601
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WILLIAM A DUN(CIAN' _'. _ _ f,
1 IRVINE ROW
CARLISLE PA 17013
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DIEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 10-11-2010
ESTATE OF HOOKE VIVIAN S
DATE OF DEATH 11-10-2009
FILE NUMBER 21 09-1100
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(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
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REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE; OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HOOKE VIVIAN SFILE N0.:21 09-1100 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RET URN
1. Real Estate (Schedule A) (1) 145, 750.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 707, 024 .88 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) t4) 200,000.00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 229, 147.05
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 1 , 281 , 921.93
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 2 2,3 3 9.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 27,957.95
11. Total Deductions (11) 50,297.1b
12. Net Value of Tax Return (12) 1 , 231 , 624.77
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedu le J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 1 , 231 , 624.77
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 C16) 1 .?31.674.77 X 045 = 55,423.11
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 (19;x= 55,423, 11
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-12-2010 CD012226 1,842.11 35,000.00
07-29-2010 CD013124 .00 18,582.11
TOTAL TAX PAYMENT 55,424.22
BALANCE OF TAX DUE 1.11CR
INTEREST AND PEN. .00
TOTAL DUE 1.11CR
~ 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. `~