HomeMy WebLinkAbout02-28-11r ,,.
BUREAU OF INDIVIDu L; T/YXf3 >~i, (~;'
INHERITANCE 7AX DIVISI ~
PO BOX 280601 "r _ ! ~ (~
HARRISBURG PA 17128-0601 ``'~~
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DAVID 1 tIELUCE` -E~~j%, Fr
JOHNSON DUFFIE
301 MARKET STREET
LEMOYNE PA 17043
COMMONWEALTH OF PENNSYLVANIA
I~'EPART~IENT OF REVENUE
NOTICE OF NONRESIDENT INHERITANCE
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS,
AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-537 EX AFP (12-10)
DATE 02-21-2011
ESTATE OF HOFFMAN
DATE OF DEATH 02-06-2010 BARRY
FILE NUMBER 99 10-0867 i _
COUNTY NON-RESIDENT !~
ACN 101
APPEAL DATE: 04-22-2011
(See reverse side under Objections)
Aaount Re~ftt
F
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ed
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
PA DEPARTMENT DF REVENUE
C_U_T__ALON6 THIS LINE P ~ ~ ~ BOX 280601
"""'""-- ~__ RET_AIN LOWER PORTION FOR YO_URRR_EC__RDS_G' F 17128-0601
REV-537 EX AFP (12-10~ NOTICE OF NONRESIDENT INHERITANCE TAX A
ESTATE OF DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HOFFMAN PPRAISEMENT, ALLOWANCE OR
TAX COMPUTATION METHOD ELECATED:Y( F FILE N0. 99
10-0867 ACN 101
TAX RETURN WAS: ( X) ACCEPTED ASFFILEDATE ( ) PROPORTIONATE DATE 02-21-2011
RESERVATION CONCERNING FUTURE INTEREST ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN E
1• Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B) C1)
3. Closel '00 NOTE: To insure proper
Y Held Stock/Partnership Interest (Schedule C) C2) •00
4. Mortgages/Notes credit to your account,
Receivable (Schedule D) (3) .00
5. Cash/Bank Deposits/Misc. submit the upper portion
Personal Pro ert (4) .00
6. Jointly Owned Property (Schedule F) p y (Schedule E) (5) of this form with your
7. Transfers (Schedule G) (6) '00 tax payment
.00
B• Total Assets (7) 52,838.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (8) 5 2,$3$.35
10. Debts/Mortgage Liabilities/Liens (Schedule I) (9)
11. Total Deductions •00
(lo) .00
12. Net Value of Tax Return
13. Charitable/Governmental Bequests (Schedule J) C11) •00
14. Net Value of Estate Subject to Tax (12) 52 838 • 35
NOTE: (13) .00
52 838.35
reflectsffau~estthat includeptheitotal'olives 14, c14)
ASSESSMENT OF TAX: 15 and/or 16, 17, 18 and 19 will
f A~ returns assessed to date.
15. Amount of Lin 1
16. Amount of Line 14 taxable s c15) 52,838
35
17. Amount of Line 14 at Lineal/Class A rate
(16)
.
X
18. Amount at Sibling rate •00 X
of Line 14
19• Princi taxable at Collateral/Class B C17) •00 X
pal Tax Due
C~rf~I TS
ev• rate (18) •DO X
INTER
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
EN PAID (-) I AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
IF TOTAL DUE IS LESS THAN tl, NO PAYMENT •00
IF TOTAL DUE IS REFLECTED „ IS RE@UIRED.
A REFUND. AS A CREDIT" (CR), YOU MAY BE DUE
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
00
.00
045
.00
12
.00
15
.00
(19) . 00
.:nnsylvania SCNEDIILE A, PART 1
DEPARTMENT OF REVENUE RriAL ^STATE
INHERIfANCETAXRETURN IN PENNSYLVANIA
NONRESIDENT DECEDENT
~~~.~
w~w~c yr
BARRY F. HOFFMAN FILE NUMBER
99-10-1391
Part 1 must include all real property owned by the decedent individually or as a tenant in common with another a
situs in Pennsylvania. Property jointly-owned with right of survivorship should be disclosed on Schedule F. All real estate must be
reported at fair market value, which is defined as the price at which property would be exchanged between. a willing) buyer and ats
willing seller, neither being compelled to buy or sell and both having reasonable knowledge of the relevant facts.
ITEM
NUMBER
DESCRIPTION
~ • 1/2 Interest in Real Estate located at 313 Lewisberry Road, Fairview Township, Cumberland County, VALUE AT DATE OF DEATH
Pennsylvania. Assessed Value (x the CLR) of $105,676.70 + 2
52,838.35
PART 1 TOTAL
reverse side.) ~ $
52,838.35
.TOTAL (Also enter on Line 1, Recapitulat
(If more space is needed, use additional sheets of paper of the same size)