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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CLERK (?F
ORPHAh+i'S CQURj
JEFFREY E PICCbLA ESR'~R~~-,~I1;(~ ~~, PA
315 N FRONT ST
HARRISBURG PA 17101
NOTICE OF INHERITANCE TAX
~'r~ OWANCE OR DISALLOWANCE
G~'" ~ IJ~`i~~~l~~ ~pND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 01-24-2012
ESTATE OF HOPPLE SUZANNE M
DATE OF DEATH 11-28-2010
FILE NUMBER 21 11-0044
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-24-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
~~1 JAN 30 PH l2.~ ? 6
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECiIRDS ~
REV-1547 EX AFP C12-I1) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOPPLE SUZANNE MFILE N0.:21 11-0044 ACN: 101 DATE: 01-24-2012
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHAIVGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1)
32'9,000.00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) c2) 3,500.0 0 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) c3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) b 37,54 3.4 2
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets cs) 970 , 043.42
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 112.153.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 31 , 166 .80
11. Total Deductions C11) 143,320.17
12. Net Value of Tax keturn (12) 826,723.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 826,723.25
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .[10 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) 896.7 ~_ r, x 12 = 99,206.79
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19. Principal Tax Due c19)= 99,206.79
TAX CREDITS:
P DATENT I RNUINBER I INTEREST/PEN PAID (-) I AMOUNT PAID
02-11-2011 CD014011 4,960.34 10~i,000.00
TOTAL TAX PAYMENT 109,960.34
BALANCE OF TAX DUE 10,753.55CR
INTEREST AND PEN. .00
TOTAL DUE 10,753.55CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" cCR), YOU MAY BE DUE,y"
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE: OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (01-10)
•
~ pel'111$~/~Val~11a INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Suzanne M Hopple 2111-0044
REVIEWED BY ACN
Yvonne Bricker 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H-B 7 Reserve fee's are not allowable administrative expenses an the Pennsylvania inheritance
tax return. A supplemental return must be filed when the value of the item is determined.
Row Paae 1