HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
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n.,'t"'rr,'-" 0\:;:, \, j:, NOTICE OF INHERITANCE TAX
TAXIiS__<',:'~;~~:;:' ~~' , ~P-P~AISEMENT, ALLOWANCE OR DISALLOWANCE
i.'j.,.;.,'!,it'r<' " .'\;LPF DEDUCTIONS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
DATE 04-28-2008
ESTATE OF HOFFMAN BENJAMIN F
DATE OF DEATH 03-19-2007
FILE NUMBER 21 07-0287
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl 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 +--
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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 BENJAMIN F FILE NO. 21 07-0287 ACN 101 DATE 04-28-2008
2008 HAl -2 PM '2: 30
ClERK OF OT
~'S COUnl
MICHAEL CHERE~6.AND Co., PA
624 N FRONT ST
WORMLEYSBURG PA 17043
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Jointly Owned Property (Schedule F)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
232,240.00
.00
.00
.00
90,075.00
.00
589,904.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
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)
Transfers (Schedule G)
Total Assets
912,219.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(10)
64,087.00
5,211.00
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
(14)
69."98.00
842,921.00
.00
842,921.00
It.
12.
13.
14.
Total Deductions
Net Value of Tax Return
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
NOTE:
(19)=
.00
37,931.45
.00
.00
37,931.45
(15)
(16)
.00 X 00 =
842,921.00 X 045 =
.00 X 12 -
.00 X 15 =
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
12-19-2007
(17)
(18)
RECEIPT
NUMBER
CDo09095
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
37,931. 45
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.