HomeMy WebLinkAbout06-30-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF HOKE BESSIE M
DATE OF DEATH 04-28-2013
FILE NUMBER 21 14-0105
COUNTY CUMBERLAND
BOYER PATRICIA A ACH 101
1450 HIGH ST APPEAL DATE: 08-22-2014
CAMP HILL PA 17011-3945 (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 F
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REV-1547 EX AFP (08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOKE BESSIE MFILE NO. :21 14-0105 ACN: 101 DATE: 06-23-2014
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) .00 credit to your account,
. 00 submit the upper portion
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) 149,058.26
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G7 (7) .00
S. Total Assets (8) 149.058.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12.429.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,658.53
11. Total Deductions (11) 14,088. 17
12. Net Value of Tax Return (12) 134,970.09
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 134,970.09
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.
N
ASSESSMENT OF TAX: °
15. Amount of Line 14 at spousal rate (15) .00 )�oyD� = R.)0a
16. Amount of Line 14 taxable at lineal rate (16) 134 .970. 09 X<O = C- 6,'0J S',65
17. Amount of Line 14 at sibling rate (17) .n0 Y-�n120 7;?00
18. Amount of Line 14 taxable at collateral rate (18) .00 -iX:D15 r��f:100
r"(1.9 i�.!
19. Principal Tax Due 3 C:: 6,073R65 CO
TAX CREDITS: `)
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID n CD -nn
DATE NUMBER INTEREST/PEN PAID (-) O G F--` rn
01-31-2014 CDO18725 .00 6,073.65 F- r-
06-16-2014 SBADJUST .00 1 .40 - CD O�
s
TOTAL TAX PAYMENT 6,073.65
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. ��