HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX pennsylvania
COROFdP(P ��S M pT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE IN
BUREAU OF INDIVIDUA T F E U PIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (OS-13)
PO BOX 280601 REGISTEI, OF WILLS
HARRISBURG PA 17128-0601
2014 MRY 20 Pn 12 10 DATE 05-19-2014
ESTATE OF HOCKENBERRY TYLER D
CLD',i OF DATE OF DEATH 07-25-2012
ORPHANS' COURT FILE NUMBER 21 12-0945
COUNTY CUMBERLAND
GLEASON ESQCUM44&AnND P0., PA ACN 101
49 W ORANGE ST APPEAL DATE: 07-18-2014
SHIPPENSBURG PA 17257-1813 (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 H
REV 11547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOCKENBERRY TYLER DFILE NO. :21 12-0945 ACN: 101 DATE: 05-19-2014
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) .DO credit to your account,
.DO submit the upper portioi
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 64,249.32
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets CB) 64.249.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 14.882.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14.712.79
11. Total Deductions (11) 29,595. 19
12. Net Value of Tax Return (12) 34,654.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cis) .00
14. Net Value of Estate Subject to Tax (14) 34,654. 13
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) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) Ae .4r;'G - 1; X 045 = 1 ,559.44
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate Cie) . 00 X 15 = .00
19. Principal Tax Due (19)= 1,559.44
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-17-2014 CDO18666 .00 1 ,559.44
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-18-2014 TOTAL TAX PAYMENT 1 ,559.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. 34. 14
TOTAL DUE 34.14
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.
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