HomeMy WebLinkAbout06-07-11NOTICE OF INHERITANCE TAX Pennsylvania _~,
BUREAU OF INDIVIDUAL TAXES~~~~C.~AP'PRT'~h~j T, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE ~,
INHERITANCE TAX DIVISION ' ~`-~~~~ `- -~-- D~FrO~TIDNS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-10)
PO BDX 280601 rr~:. _ ,~!; C
HARRISBURG PA 1 7128-0 601 ,f ~~, ~ ~-~ ~ ~~ e~7;1 ~-.'J
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CLERK 0~
ORFHf1NN'~t)RT
STEPHANIE KLEI~F~hj~~~RA ~ PQ
SAIDIS SULLIVAN ROGERS
635 N 12TH ST STE 400
LEMOYNE PA 17043
DATE 05-23-2011
ESTATE OF HOFFMAN JANET E
DATE OF DEATH 05-11-2010
FILE NUMBER 21 10-0541
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-22-2011
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN JANET EFILE N0.:21 10-0541 ACN: 101 DATE: 05-23-2011
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) •00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,5 38.45
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 372,413.11
8. Total Assets (8) 380 , 951.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 31.426.16
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,289.4 3
11. Total Deductions (11) 32,715.59
12. Net Value of Tax Return (12) 348,235.97
13. Charitabl e/Governmental Bequ ests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax (14) 348,235.97
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns asses sed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at lineal/Class A rate C16) .0 0 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 1 7R . ~i4R . 7 X 12 21 , 425.79
18. Amount of Line 14 taxable at Collateral/Class B ra te cl8) 169,687.70 X 15 - 25,453.16
19. Principal Tax Due C19)= 46,878.95
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID
C-) AMOUNT PAID
*** SUMMARY 0 ALL 05 PAYMENTS ***
05-16-2011 1,719.58 45,159.37
TOTAL TAX PAYMENT 46,878.95
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.
REV-1470 EX (6-B6)
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
HOFFMAN JANET E 2110-0541
REVIEWED BY ACN
J Paul Dibert 101
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
A 1 Removed from Schedule A which is for real estate owned by the decedent solely or as
tenants-in-common only and transferred to Schedule G as the real estate was held in the
Janet E Hoffman Trust, anon-probate asset.
E 1,2& Removed from Schedule E which is for miscellaneous assets owned by the decedent
solely or as tenants-in-common only and transferred to Schedule G as the PNC Money
15 Market Account and the PNC Checking Account was held in the Janet E Hoffman Trust, a
non-probate asset. The refund by Nationwide Insurance belongs in the trust as the trust
paid the premium on the policy.
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