HomeMy WebLinkAbout10-03-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT DF TAX
PO BOX 2806iD1
HARRISBURG I'A 17128-0601 REV-1547 EX AFP (06-05)
~, _ j~j?, -~ yi i ~' ~~ DATE 09-29-2008
ESTATE OF HOFFSOMMER SARA I
- DATE OF DEATH 02-06-2008
~•^",` '~~'' FILE NUMBER 21 08-0200
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-~' ~ ~ _ .
-. COUNTY CUMBERLAND
ANN E RHOADS ~~ ACN 101
CLECKNER !3< FEAREN APPEAL DATE: 11-28-2008
P O BOX 118 4 7 (See reverse side under Objections )
HARRISBURG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS ~--
REV-154'1 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE IDF HOFFSOMMER SARA I FILE N0. 21 08-0200 ACN 101 DATE 09-29-2008
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. Fteal Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. [;losely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Crash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .lointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .00
c2) .00
c3) .00
c4) .00
c5) 247,415.20
c6) .00
cn .00
CB) 247,415.20
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
taX payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,882.51
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 35.03
11. Total Deductions C11) 17.917. ~4
12. Net Value of Tax Return (12) 229,497.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
229,497.66
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMIENT OF TAX:
15. /lmount of Line 14 at Spousal rate C15) • 00 X 00 _ . 00
16. /lmount of Line 14 taxable at Lineal/Class A rate C16) 229,497.66 X 045 = 10,327.39
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. /lmount of line 14 taxable at Collateral/Class B rate (18) • 00 X 15 _ . 00
19. Principal Tax Due (19)= 10,327.39
TAY (`D C'IIT TC.
~~`PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-11-2008 CD009556 516.37 10,000.00
TOTAL TAX CREDIT 10,516.37
BALANCE OF TAX DUE 188.98CR
INTEREST AND PEN. .00
TOTAL DUE 188.98CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~
A DCCIIAIT CCC DCVCOCC CTTL AL TLITC CAD./ ono T.~CT niinTTn.~n ~