HomeMy WebLinkAbout09-13-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
",r,,",'jrc:n nCC'Ci: 0110TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :\:U'", ,,~J ;'AP.PIlAISENENT, ALLOlIANCE OR DISALLOIIANCE
I_RnANCE TA' DIVISION i'Of \l~DUCTIOlIS AND ASSESSHENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-06111
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-13-2005
HOPPER
01-29-2005
21 05-0181
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
Allount Re.i'tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
Riy:is47-ix-AFP-C03:osj-NoTlci-oF-INHERITANCE-TAX-APPRAISEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERTRUDE B FILE NO. 21 05-0181 ACN 101
z~c~ St.? \3 PFI t: Lt5
SUSAN H CONFAIR r'
REAGER & ADLER
2331 MARKET ST
CAMP HILL
PA 17011
ESTATE OF
HOPPER
DATE 09-13-2005
TAX RETURN liAS: (X 1 ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estate (Schedule A)
2. stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notas Receivable (Schedule D)
S. Cash/Bank Deposits/Hisco Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule Q)
8. Total Assets
1 CHANGED
(11
121
131
(4)
(5)
(6)
17l
.00
1.279.448.00
.00
.00
850.00
229.777.86
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Goyern..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
8,407.45
1.183.78
Ill)
(12)
(13)
(14)
(9)
(10)
*'
REY-1547 EX AFP (06-05)
GERTRUDE
B
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this for. with your
tax pay...,t.
1,510,075.86
Q.I\Ql ?3
1,500,484.63
.00
1,500,484.63
NOTE: I~ an asses..ent was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~i9ures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. ~unt of Line 14 taxable at Lln..l/Class A rate
17. ADOUnt of Line 14 .t Sibling rate
18. Anount of Line 14 taxable .t Collateral/Class Brat.
19. Principal Tax Due
(15) .00 X 00 = .00
(16) 1,500,484.63 X 045 = 67,521.81
117l .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 67,521. 81
TAY CR"nIT~,
,., AHDUNT PAID
DATE NUI18ER INTEREST/PEN PAID (-)
03-31-2005 COO05140 3,376.09 64,600.00
TOTAL TAX CREDIT 67,976.09
BALANCE OF TAX DUE 454.28CR
INTEREST AND PEN. .00
TOTAL DUE 454.28CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCUlATION OF ADDITIONAL INTEREST.
( IF TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE\'C-
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)