HomeMy WebLinkAbout11-04-14 NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISENENT, ALLOWANCE OR DISALLOWANCE bi
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 Ex AFP (08-13)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601 RECORDED OFFICE OF DATE 11-03-2014
REGISTEP, OF VI!L L S ESTATE OF HOOVER ANNA M
ZON NouAir, 11 50 DATE OF DEATH 03-19-2013
FILE NUMBER 21 13-0469
COUNTY CUMBERLAND
MCKNIGHT III ML6i":, 101
ACN
APPEAL DATE: 01-02-2015
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CARLISLE C U M 8 LlfA
,L170-13 - (See reverse side under Objections)
Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
R-E-V---li-4-7--Ei-AFP--(;-B---li-)--NOTICE--O-F--INHERITANCE-TAX--AP-Pi-Aii-Ei-EN-T-,--ALLOWANCE-6-R---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOOVER ANNA MFILE NO. :21 13-0469 ACN: 101 DATE: 11-03-2014
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 140,500.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 21,438.55 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 (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 76,788.23
6. Jointly Owned Property (Schedule F) C6) 3,723.34
7. Transfers (Schedule G) (7) 51,821.69
8. Total Assets 294,271 ,81-
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,324.71
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 7,6 34.13
11. Total Deductions (11) 32,958.84
12. Net Value of Tax Return (12) 261,312.97
13. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) 100
14. Net Value of Estate Subject to Tax (14) 261,3.12.97
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) _nn X 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 261,312.97 x 15 = 39,196.95
19. Principal Tax Due (19)= 39,196.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-04-2013 CDO17702 1,959.85 55,000.00
TOTAL TAX PAYMENT 56,959.85
BALANCE OF TAX DUE 17,762.90CR
INTEREST AND PEN. .00
TOTAL DUE 17,762.90CR
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.
REV-1470 EX(01-10)
pennsytvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
17128-0601
DECEDENT'S NAME FILE NUMBER
Anna Hoover 2113-0469
REVIEWED BY ACN
Alan —Agent 99 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
F 2 The real estate was held as tenants in common and is reportable on Schedule A.
F 3 The real estate was held as tenants in common and is reportable on Schedule A.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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