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HomeMy WebLinkAbout04-19-13 NOTICE OF INHERITANCE TAX pennsyLvania C 1aftOWANCE DR DISALL©WANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES RE ''VtXt4 ND ASSESSMENT OF TAX IV POHBOXT280601AX DIVISION REGI S��� � ��}IL L REV-1547 IX AFP (09-12) HARRISBURG PA 17128-0601 !l ?043 APR 9 AM 1' 2 5 DATE 04-22-2013 ESTATE OF HOFFMAN JANET E CLERK 01 DATE OF DEATH 05-11-2010 ORPHA S' COURT FILE NUMBER 21 10-0541 ELYSE E ROGERS ESGUMBERLAND C ., PA COUNTY CUMBERLAND ACN 101 STE 400 APPEAL DATE: 06-21-2013 635 N 12TH ST (See reverse side under Objections) LEMOYNE PA 17043 Amount Remitted( T� MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE - _ RETAIN LOWER PORTION FOR YOUR RECORDS ______________ REV-1547iEX AFP-C12-11)-NOTICE OF-INHERITANCE TAX-APPRAISEMENT, ALLOWANCE DR- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: HOFFMAN JANET EFILE NO. :21 10-0541 ACN: 101 DATE: 04-22-2013 TAX RETURN WAS: C } ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 0 0 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31,630.49 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 20,000.00 11. Total Deductions (11) 51,630.49 12. Net Value of Tax Return C12) 51,630.49- 13. Charitable/Governmental Bequests; Nan-elected 9113 Trusts CSchedule J) C13) .0 0 14. Net Value of Estate Subject to Tax (14) 296,605.48 NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will reflect figures that include the total of all returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00 16. Amount of Line 14 taxable at lineal rate C16) -nn x 045 = .00 17. Amount of Line 14 at sibling rate C17) 168,222.17 X 12 - 20,186.65 18. Amount of Line 14 taxable at collateral rate (18) 128,383.30 X 15 = 19,257.50 19. Principal Tax Due (19)= 39,444.15 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) * SUMMARY OF ALL 05 PAYMENTS *** 05-16-2011 1,719.58 45,159.37 TOTAL TAX PAYMENT 46,878.95 BALANCE OF TAX DUE 7,434.80CR INTEREST AND PEN. .00 TOTAL DUE 7,434.80CR IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DU FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. REV-1470 EX(01-10)w pennsytvania INHERITANCE TAX . DEPARTMENT OF REVENUE EXPLANATION BUREAU OF INDIVIDUAL TAXES OF CHANGES PO Box 280601 IJ68RISBUEG,EA J7122-0601 DECEDENT'S NAME FILE NUMBER Hoffman, Janet 2110-0541 REVIEWED BY ACN Justin R. Gilmore 101 ITEM SCHEDULE NO, EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW