HomeMy WebLinkAbout05-24-13 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP (03-13)
HARRISBURG PA 17128-0601 R E C O R D E D OFFICE O F
REGIS T LE.R 0 F �'n!I L J DATE 05-27-2013
ESTATE OF HOOVER CAROLYN
?��� 11�11� �I� �'� Oo DATE OF DEATH 07-25-2012
FILE NUMBER 21 12-0873
ROBERT R BLACK CLERK G17 COUNTY CUMBERLAND
36 S HANOVER ST G.3 HA,;4S' COU RT ACN APPEAL DATE: 07-26-2013
CARLISLE PaU;:19 U6� � pr� (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG-THIS-LINE --- RETAIN-LOWER-PORTION-FOR-YOUR-RECORDS (--
REV-1547 EX AFP (02-133 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOOVER CAROLYN FILE NO. :21 12-0873 ACN: 101 DATE: 05-27-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED 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) 723,845.23 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) 43,792.69
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 555,847.20
B. Total Assets C8) 1 .323,485. 12
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 31 .601 .64
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) . 00
11. Total Deductions C11) 31 ,601 .64
12. Net Value of Tax Return - (12) 1,291 ,883.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) 767.637.43
14, Net Value of Estate Subject to Tax (14) 524,246.05
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) 524,246.05 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - On X 045 = .00
17. Amount of Line 14 at sibling rate C17). . - nn X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) . 00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX PAYMENT .00
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 FOR INSTRUCTIONS. ^