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HomeMy WebLinkAbout12-05-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE Q-:0nR~"\~:\ 0rt+IH~C,C:OF INHERITANCE TAX "\~~'j~lp"puisEHnrr.ALLOWANCE OR DISALLOWANCE i<:::~C 1.- 01=~EJ)oqr~Ns AND ASSESSMENT OF TAX ... '."". -'.." "'..1.... REV-1547 EX AFP (06-05) DATE 11-20-2007 ESTATE OF HOFFMAN VERNON P DATE OF DEATH 12-23-2006 FILE NUMBER 21 07-0042 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 01-19-2008 ( See reverse side under Objections) A.ount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~!_~~~~~_!~!~-~!~~------~--_~~!~!~_~2~~~_~2~!!2~_~2~_Y2~~_~~~2~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOFFMAN VERNON P FILE NO. 21 07-0042 ACN 101 DATE 11-20-2007 20D7 DEe -s Pr112: 36 IVO V OTTO II I MARTSON LAW OFFICES 10 E HIGH ST CARLISLE (\/ rRY ,.,- 1....,.I~_C :1 \ '-/1 ORp' '~'.,.., (,"\,-,/ 'D- j I :--l,I.-'_l\J :) \.)\,),)f \ I OJ: PA 17013 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 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) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (ll (2) (3) (4) (5) (6) (7) 530,000.00 5,343.15 .00 .00 23,804.52 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 559,147.67 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 35,383.52 946.90 (11) (12) (13) (14) 36.3311.4? 522,817.25 .00 522,817.25 NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !hh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 03-22-2007 08-23-2007 (15) (16) (17) (18) .00 522,817.25 .00 .00 X 00 X 045 = X 12 = X 15 = (19)= .00 23,526.78 .00 .00 23,526.78 RECEIPT NUMBER CD007935 CD008581 DISCOU T (+) INTEREST/PEN PAID (-) 1,052.63 .00 AMOUNT PAID 20,000.00 2,474.15 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.