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HomeMy WebLinkAbout03-12-12 NOTICE OF INHERITANCE TAX Pennsylvania , '."• BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION ~~~ y~ry~'~~.~,,j~~ ~T(ry-~~,q/`~.,~J'~.^~~' OWANCE OR DISALLOWANCE ~ DEPARTMENT OF REVENUE ~ -_I~'~ ~ ~~ ~~ ' UCLV Y Y IW~ AND ASSESSMENT OF TAX --~ REV- ` -" PO BOX 280601 fir ~.R~,~~ O 1547 EX AFP (12-11) I~.f ~~ ~ HARRISBURG PA 17128-0601 r ~L~~~~~- - L ~ t ~~..~.~i ~~; ,,r a, ~, t~7. DATE 03-05-2012 ~ • ~ ~ ~ ~~ ~ ~ ~ ~ E ' ~ - ~~ r t ~c. .. ESTATE OF HOBBS DOROTHY W DATE OF DEATH 01-04-2011 p~ Ci~~i~[`~ hi- FILE NUMBER 21 11-0352 ~~~H~R~~~~~ ~ `rd z r ~'~~ COUNTY CUMBERLAND ` DAVID M KUCHINOS ;;; ~,C -; n+• ~~trv~,~..~..;~.~~ ~_;':~, P~1 ACN 101 178 PROPERT DR - APPEAL DATE: 05-04-2012 H U N T I N G D O N V Y P A 19 0 0 6- 6 717 (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 RECORDS F~ -------------- REV-1547 EX AFP C12-11) -------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOBBS DOROTHY WFILE N0.:21 11-0352 ACN: 101 DATE: 03-05-2012 TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .00 NOTE: To e 2. Stocks and Bonds (Schedule B) ~2) 2 6,4 06.62 nsure proper credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 00 of this form with your . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 29,383.04 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) 5, 044.91 8. Total Assets c8) 60.834.57 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q)__ 1.9 .79 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 958.57 11. Total Deductions C11) 2,884.36 12. Net Value of Tax Return C12) 57,950.21 13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 57 950.21 NOTE: If an assessment was issued previously, li nes 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 (16) ri7 . 9ri0 - 2] x 045 = 2, 607.76 17. Amount of Line 14 at Sibling rate (17) n 0 = X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .0 0 19. Principal Tax Due (19) = 2,607.76 TAX CREDITS: PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 09-23-2011 CD015000 .00 2,607.76 TOTAL TAX PAYMENT 2,607.76 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 FDRM FOR INSTRUCTIONS. h ~~h