HomeMy WebLinkAbout11-26-12 ~~'
~C ~~ ~ :'=~' ~ `NOT-~~~ ~' INHERITANCE TAX ~
~ pennsylvania
~R~~~~~~~~!'. ~L
BUREAU OF INDIVIDUAL TAXES I-l~
' .
LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
;
S
.~flF~ pEDUCTI0~1.
INHERITANCE TAX D AND ASSESSMENT OF TAX
IVISION REV-1547 EX AFP (09-12)
PO BOX 280601
HARRISBURG PA 17128-0601
- ~ ~ ~ ~~~~
~ ~ ~ `~ ~'~~
' ~ DATE 11-20-2012
ESTATE OF HOPKINS H KENNETH
- - DATE OF DEATH 01-13-2012
_
~~' ~~-~~ -- ~ FILE NUMBER 21 12-0070
~~' ~ '~~~ ' l'~~ -,=~ COUNTY CUMBERLAND
SUSAN J HARTMAN
ACN 101
1 IRVINE ROW APPEAL DATE: 01-19-2013
C A R L I S L E P A 17 013 - 3 019 (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--- _ -~ R_ETA_IN LOWER POR
TION
FOR YOUR RECORDS t--
_
_
_ ____
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOPKINS H KENNETH FILE N0.:21 12-0070 ACN: 101 DATE: 11-20-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 159, 000.00 NOTE• To ensure proper
2. Stocks and Bonds (Schedule B) (2) 47, 975.24 credit to your account,
3. Closely Held Stock/Partnership Interest (Sche .0 0 submit the upper portion
dule C) (3)
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (S chedule E) (5) 118,583.54
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) 131,060.48
8. Total Assets c8) 456 , 619.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (S chedule H) C9) 2 5,2 5 0.0 3
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.15 9.0 8
11. Total Deductions X11) 28,409.11
12. Net Value of Tax Return (12) 428, 210.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) _ 428, 210.15
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 rate C16) 47~.R44 _ A7 X 045 = 19, 073.02
17. Amount of Line 14 at sibling rate (17) _0 0 X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) 4,365.28 X 15 = 654.79
19. Principal Tax Due C19)= 19, 727.81
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-22-2012 CD015740 98b.39 19,500.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 20,486.39
BALANCE OF TAX DUE 758.58CR
INTEREST AND PEN. .00
TOTAL DUE 758.58CR ~
`~~~
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE ^`.:
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.