HomeMy WebLinkAbout06-15-12{(~p~'`~ fN4~T OF INHERITANCE TAX pennSy~Vanla a;N ~
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BUREAU OF INDIVIDUAL TAXES .1 DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION ~~ta1~,0~; derf+lJi~~, ONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
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CHRISTIPHER E RIC~~~D ~'' ~'
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA 17013-3093
DATE 06-11-2012
ESTATE OF HOFFMAN JR FRANK J
DATE OF DEATH 07-10-2011
FILE NUMBER 21 11-0808
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(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-15 47 EX AFP X12-11) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF: HOFFMAN JR FRANK JFILE N0.:21 11-0808 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: T
o ensure proper
2. Stocks and Bonds (Schedule B) (2) 767,473.89 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) C4) .00 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 815, 130.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6,353.61
8. Total Assets (8) _ 1 .588 , 957.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 5 3.98 5.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.4 31.13
11. Total Deductions (11) _ 58,416.80
12. Net Value of Tax Return (12) 1 , 530 , 540.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ 2,500.00
14. Net Value of Estate Subject to Tax (14) _ 1,528,040.72
NOTE: If an assessment was issued previously, li nes 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 C15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 .578.040.7 x 045 = 68,311.83
17. Amount of Line 14 at Sibling rate C17) 10.000.00 X 12 = 1,200.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 - .00
19. Principal Tax Due (19)= 69,511.83
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
10-06-2011 CD015045 3,368.42 64,000.00
01-09-2012 CD015433 .00 2,143.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 69,511.93
BALANCE OF TAX DUE .lOCR
INTEREST AND PEN. .00
TOTAL DUE .lOCR
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.