HomeMy WebLinkAbout07-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'INHElUTANCE TAX
RECORD ADJUSTMENT
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD C SNElBAKER
SNElBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-19-2006
HOFFMAN
05-13-2005
21 05-0485
CUMBERLAND
101
REV-1593 EX AFP (03-05)
GLORIA
J
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
NOTE: To insure proper credit to your account, submit the upper portion of this forll with your tax payment.
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1593 EX AFP (03-05)
ESTATE OF HOFFMAN
J FILE NO. 21 05-0485
.. INHERITANCE TAX RECORD ADJUSTMENT ..
GLORIA
9113 Trusts (Schedule J)
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
(I)
(2)
(3)
(4)
(5)
(6)
(7)
9. Funeral Expenses/Adllinistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected
Net Value of Estate Subject to Tax
(9)
(10)
10.
11.
12.
13.
14.
TAX:
IS. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(IS)
(16)
(17)
(18)
ACN 101
150,000.00
37,114.77
.00
58,000.00
13,976.20
1, 584.24
139,380.93
(8)
33,840.47
5,273.04
(ll)
(l2)
(l3)
(l4)
.OOX 00 =
360.942.63X 045=
.OOX 12 =
.OOX 15 =
(l9)
n~_ . \" J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2005 CD005679 263.16 5,000.00
02-15-2006 CD006324 .00 8,157.42
03-01-2006 CD006387 .00 2,610.00
04-17-2006 REFUND .00 2.05-
EREST IS CHARGED THROUGH 08-03-2006 TOTAL TAX CREDIT 16,028.53
THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 213.88
ERSE SIDE OF THIS FORM INTEREST AND PEN. 18.16
TOTAL DUE 232.04
INT
AT
REV
DATE
07-19-2006
400,056.14
39,113.51
360,942.63
.00
360,942.63
.00
16,242.42
.00
.00
16.242.41
· IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
*
,.. I
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Gloria J Hoffman
FILE NUMBER
SCOTT ELLISON
ACN
2105-0485
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The Administrator's commission has been reduced to $12,000.00 in accordance with your
correspondence of July 14, 2006.
ROW
Paqe 1