HomeMy WebLinkAbout07-09-10n; ~_r~~;-:,~-~Q•TI~.C~F,r.O.~ INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES `"`~ ~'° '
INHERITANCE TAX DIVISION h~,~:I~~"~'~-~'``~'b AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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GERALD J SHEKLETSKI ESQ ~~ ~~
414 BRIDGE ST
PO BOX E
NEW CUMBERLAND PA 17070
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-09)
DATE 07-05-2010
ESTATE OF HOFFMAN JAMES E
DATE OF DEATH 11-19-2009
FILE NUMBER 21 09-1115
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-03-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER DF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ --RETAIN LOWER POR_TION_ FOR YOUR RECORDS ~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN JAMES EFILE N0.:21 09-1115 ACN: 101 _______________
OR
DATE: 07-05-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 158,747.40 NOTE: To ensure proper
(2) 8,318.3 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,8 5 6.2 9
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
c8) 174 , 921.99
8. Total Assets
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9? 2 7,2 5 6.5 4
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 104,109.97
(11) 131,366.51
11. Total Deductions 555.48
43
12. Net Value of Tax Return C12) ,
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Sub]ect to Tax C14) 43,555.48
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 43 . 55S __ 4$ x 045 = 1 , 960.00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 = .0 0
19. Principal Tax Due C19 )= 1 , 960.00
TAY f'R FTITTS
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2010 CD012526 .00 1,960.00
TOTAL TAX PAYMENT 1,960.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.