HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAXREV-1547 EX AFP (08-13)
PO BOX 280601 ECORDED OFFICE OF
HARRISBURG PA 17128-0601" n– !'.'ILLS
" ILLS
DATE 10-27-2014
ESTATE OF HOFFMAN RUTH A
?oiq OCT 27 M 12 "S DATE OF DEATH 09-28-2013
CLE FILE NUMBER 21 13-1097
COUNTY CUMBERLAND
BANGS L ACN 101
429 S 18TtqFJI3ER!_1- ''L-) APPEAL DATE: 12-26-2014
CAMP HILL PA 17011-5902 (See reverse side under Objections)
Amount Remittedl
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 4—
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R Vli�7EX AFP (08-i3) �OTIEiOF INHERITANCE iiiAPRAiEMET, iELOWi;CEbR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN RUTH AFILE NO. :21 13-1097 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 125,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 26,437.25 credit to your account,
00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 48,508.02
6. Jointly Owned Property CSchedule F) (6) 5,063.92
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 205,009.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,666.41
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,240.48
11. Total Deductions (11) 23,906.89
12. Net Value of Tax Return (12) 181,102.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 181,102.30
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 (16) 181 ,102-3n x 045 = 8,149.60
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,149.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
12-20-2015 CDO18557 407.48 10,000.00
TOTAL TAX PAYMENT 10,407.48
BALANCE OF TAX DUE 2,257.88CR
INTEREST AND PEN. .00
TOTAL DUE 2,257.88CR
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 FOR INSTRUCTIONS.