HomeMy WebLinkAbout01-04-08
12-31-2007
HOFFMAN
04-28-2007
21 07-0500
CUMBERLAND
101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,--"v,--N~~I,s,E-~F "-I !*HER IT ANCE TAX
AP:P-RAi:SEM!i'Nlr, "A"L(O!tlANCE OR DISALLOWANCE
DP-:DE~iJCTIONSAND ASSESSMENT OF TAX
L. I
2'\OQ It'! _I,
. !JUl: .....~ ~..: ~ 'i t-r
P"'" II). 3~TE
r I t:"' ~STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WENDY S TRIPOLI ESQ ~J:;
PETERS & TRIPOLI
PO BOX 116
DANVILLE PA 17821
*'
REV-1547 EX AFP (06-05)
EDWARD
S
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV:is47-EX-AFP-C03:0sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN EDWARD S FILE NO. 21 07-0500 ACN 101 DATE 12-31-2007
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 !bl 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:
AYM N
DATE
07-23-2007
10-03-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
.00
982,349.46
.00
.00
158,475.85
.00
.00
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(ll
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
81,626.03
.00
(Ill
(12)
(13)
(14)
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(IS)
(16)
(17)
(18)
.00 X
.00 X
.00 X
1,026,199.28 X
R C P
NUMBER
CDo08441
CDo08782
COUNT (+)
INTEREST/PEN PAID (-)
7,684.21
.00
146,000.00
245.68
AMOUNT PAID
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
1,140,825.31
81.6?6.n::'1
1,059,199.28
33,000.00
1,026,199.28
00
045 =
12 =
15 =
.00
.00
.00
153,929.89
153,929.89
(19)=
TOTAL TAX CREDIT 153,929.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE 00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED~ ('1,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.