HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r ..,-r, ~"'~"~•` ,NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION JI"J AP;P~RI~ISEMENT, ALLOWANCE OR DISALLOWANCE
PD BDX 28o6B1 `, i ~ ~ 'W t- OFtDEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~'-'- ~ ~-`i ~ ""'" REV-1547 EX AFP (06-05)
~~~JB JUL 14 P~ 12= 54
CL~~K C~
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EDMUND G MYERS ((;;~~Rq~ ~-~ ~ (' ~~,~ ; D~
301 MARKET STREET'S
PO BOX 109
LEMOYNE PA 17043
DATE 07-07-2008
ESTATE OF HOFFMAN 0 S
DATE OF DEATH 01-12-2008
FILE NUMBER 21 08-0421
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-05-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN 0 S FILE N0. 21 08-0421 ACN 101 DATE 07-07-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 E3
cl) .00
c2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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
cs) .00
t6) 110,497.23
cn .00
cB) 110,497.23
8,465.00
(9)
c10) 401.09
(11) 8.866.09
c12) 101,631.14
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 101,631.14
NOTE: 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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 101,631.14 X 045 = 4,573.40
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 ~ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due {19). 4,573.40
TAY (`D CTTTC.
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-11-2008 CD009555 228.67 4,344.73
TOTAL TAX CREDIT 4,573.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
o REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)