HomeMy WebLinkAbout09-18-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~ .rn (~'. ~. "-NO~,"ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~"-r 'r`i~ A~~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "'' '? ' OF ~L-EAUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ,.. ~-
HARRISBURG PA 17128-0661
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KEEPER ETAL
PO BOX 11963
HBG PA 17108-1963
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS E'-~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN GLENN P FILE N0. 21 07-1053 ACN 101 DATE 09-15-2009
TAX RETURN WAS: (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. CashJBank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
~1) 289,900.00 NOTE: To insure proper
C2) 211 , 770.17 credit to your account,
.00 submit the upper portion
~3) of this form with your
C4) .00 tax payment.
~5) 423,935.63
c6) 74.28
C7) 94 , 678 .98
c8) 1,020,359.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 75,644.20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.72 3.37
11. Total Deductions (11) 77 .367 _ 57
C12) 942, 991 .49
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) 637,992.24
(14) 304,999.25
14. Net Value of Estate Subject to Tax
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 94,914.98 X 045 = 4,271.17
X17) 50, 084.28 X 12 = 6, 010.11
17. Amount of Line 14 at Sibling rate
18. ,Amount of Line 14 taxable at Collateral/Class B rate C18) 160,000.00 X 15 24,000.00
(19)= 34,281.28
19. Principal Tax Due
INA L.R CLiloc
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-01-2008 (0009248 1,117.16 21,226.00
01-29-2009 (0010840 .00 8,068.82
INTEREST IS CHARGED THROUGH 09-30-2009 TOTAL TAX CREDIT 30,411.98
AT THE RATES APPLICABLE A5 OUTLINED ON THE BALANCE OF TAX DUE 3,869.30
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 522.88
TOTAL DUE 4,392.18
~ 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 RFFIINn CGC RFVCQCC CTT1C AC TLITC ~l~ou inn r.~nrnr~r.r ... ••.. .
REV-1547 EX AFP (61-09)
DATE 09-15-2009
ESTATE OF HOFFMAN GLENN P
DATE OF DEATH 11-02-2007
FILE NUMBER 21 07-1053
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: