HomeMy WebLinkAbout02-22-08
02-18-2008
HOFFMAN
01-19-2007
21 07-0091
CUMBERLAND
101
APPEAL DATE: 04-18-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAlSEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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reg
J'12
t'::
j,H: I:
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
lJ
DAVID M WATTS
MCNEES ETAL
PO BOX 1166
HBG
JR
PA 17108
.
REV-1547 EX AFP (06-05)
JANET
M
l
PAYMENT TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN JANET M FILE NO. 21 07-0091 ACN 101 DATE 02-18-2008
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
ClO)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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
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 (18)
NOTE:
Cl5)
Cl6)
Cl7)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
04-04-2007
10-12-2007
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,052.63
.00
RECEIPT
NUMBER
CD007978
CD008814
CHANGED
.00
384,750.00
.00
.00
269,532.56
.00
16,882.80
(8)
51,582.32
1,795.00
(11)
Cl2)
.00 X
617,788.04 X
.00 X
.00 X
AMOUNT PAID
20,000.00
6,747.83
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
671,165.36
Cl3)
Cl4)
1i3.377.3?
617,788.04
.00
617,788.04
00
045 =
12
15
.00
27,800.46
.00
.00
27,800.46
Cl9)=
TOTAL TAX CREDIT 27,800.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
/'1
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE - V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.