HomeMy WebLinkAbout09-24-12NOTICE OF INHERITANCE TAX
~} r*[r`t~~~MENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL T4~lJ~LJL'J t.,
INHERITANCE TAX DIVISION ~.. „ ,-r., ,.~(r' l ' ~ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~t~~v;[;'~ ~„r 11':..i..'J
HARRISBURG PA 17128-0601
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JERED L HOC~N(~~~D (;Q., PA
1334 KINER BLVD
CARLISLE PA 17015-9769
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DEPARTMENT OF REVENUE
REY-1547 EX AFP (12-11)
DATE 09-17-2012
ESTATE OF HOCK LARUE C
DATE OF DEATH 04-02-2011
FILE NUMBER 21 11-0474
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TD:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~-- _ ______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOCK LARUE (FILE N0.:21 11-0474 ACN: 101 DATE: 09-17-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 339,699.59 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 5,755.89
6. Jointly Owned Property (Schedule F) (g) .00
7. Transfers (Schedule G) C7) 42, 690 .86
B. Total Assets I8) 468.146.34
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 17.84 7.8 6
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 25,4 58.29
11. Total Deductions C11) 43,306.15
12. Net Value of Tax Return (12) 424,840.19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 2.000.00
14. Net Value of Estate Subject to Tax (14) 422,840.19
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2011 CD014634 894.74
01-04-2012 CD015420 .00
06-06-2012 CD016068 5,87-
09-10-2012 SBADJUST .00
(15) .00 x
(16) 49 2.840.19 X
(ln . nn x
cls) .00 x
AMOUNT PAID
00 - .00
045 = 19,027.81
12 = .00
15 = .00
(19)= 19,027.81
u V V. V V
680.00
458.94
.04
TOTAL TAX PAYMENT 19,027.81
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 FORM FOR INSTRUCTIONS.