HomeMy WebLinkAbout11-08-10BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
~~rPf?R1ki~Mf~i~tT~,~ LOWANCE OR DISALLOWANCE
Q~~~ D~DUC~'''$,~Df AND ASSESSMENT OF TAX
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RICHARD C SNELBAKER ~~~ '~'__~',,.~-~~ ~~;;'~ ~~
44 WEST MAIN STREET
MECHANICSBURG PA 17055
pennsylvania ~ ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP t12-09)
DATE 11-01-2010
ESTATE OF HOFFMAN GLORIA J
DATE OF DEATH 05-13-2005
FILE NUMBER 21 05-0485
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-31-2010
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS
ESTATE OF: HOFFMAN GLORIA JFILE N0.:21 FOR YOUR RECORDS ~--- _
APPRAISEMENT, ALLOWANCE
AND ASSESSMENT OF TAX
05-0485 ACN: 101 ___________ _
OR
DATE: 11-01-2010
TAX RETURN WAS: tX) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED 0N: SUPPLEMENTAL RETURN N0. 02
1. Real Estate (Schedule A) (1) .0 0
NOTE: To ensure proper
2. Stocks and Bonds tSchedule B) t2) 2,4 7 9.0 0 credit to your account,
3.
Closely Held Stock/Partnership Interest tSchedule C)
t3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable tSchedule D) t4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E ) t5) 13 9.8 4
6. Jointly Owned Property tSchedule F) (6) .0 0
7. Transfers (Schedule G) t7) .0 0
8. Total Assets t8) 2, 618.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) t9) 7 6 6.2 7
10. Debts/Mortgage Liabilities/Liens (Schedule I) t10) .0 0
11. Total Deductions tll) 7b6.27
12. Net Value of Tax Return t12) 1 , 852.57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 375,495.20
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate t15) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 37~. 495.2~ x 045 = 16,$97.29
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate t18) .0 0 X 15 = .0 0
19. Principal Tax Due C19)= 16x897.28
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT t+)
INTEREST/PEN PAID t-)
AMOUNT PAID
~~* SUMMARY 0 ALL 08 PAYMENTS *~~
08-25-2010 263.1b .00
50.31- 16,693.43
TOTAL TAX PAYMENT 16,906.28
BALANCE OF TAX DUE 9.000R
INTEREST AND PEN. .00
TOTAL DUE 9.000R
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" tCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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