HomeMy WebLinkAbout03-08-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
suREau DF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 D~,~~~~~~ ~ir-~i~~ n~
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MARLENE HAKE C~E~~ J~'
301 E MEADOW Drt~~PN~NS' ~;~~.~T
MECHANICSBURC~~ M ~R~~-~~6,g~.>;
=~~~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C09-12)
DATE 03-04-2013
ESTATE OF HAKE ALAN H
DATE OF DEATH 03-16-2012
FILE NUMBER 21 12-0345
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-03-2013
(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: HAKE ALAN HFILE N0.:21 12-0345 ACNE lnl Herr. nz_ni -,,.,~
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 268,757.81 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 9,9 31.19
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 1 , 089, 960 .59
8. Total Assets
C8) 1,428,649.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cq) 26,0 35.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6+018 45
11. Total Deductions C11) 32,053.56
12. Net Value of Tax Return C12) 1,396,596.03
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 396, 596.03
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.
ASSESSM
ENT OF TAX:
15. Amount of
16. Amount of
17. Amount of
18. Amount of
19. Principal
TAX CREDITS: Line
Line
Line
Line
Tax 14
14
14
14
Due at spousal
taxable at
at sibling
taxable at rate
lineal rate
rate
collateral rate C15)
C16)
(17)
(18) 790,862.23 X
An~+.7i3_Rn X
00 X
.00 X 00 -
045 =
12 =
15 =
C19)= .00
27,258.02
.00
.00
27,258.02
PAYMENT RECEIPT DISCOUNT C+)
DATE
12-13-2012 NUMBER
CD016913 INTEREST/PEN PAID (-)
.00 AMOUNT PAID
27,258.02
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIDNAL INTEREST.
TOTAL TAX PAYMENT 27,258.02
BALANCE OF TAXyDUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ~~