HomeMy WebLinkAbout10-27-14 I NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PO BOX 280601 RECORDED 01-FICE OF
HARRISBURG PA 17128-0601
REGISTE-1 "F WILLS
DATE 10-27-2014
?0111 OUT 27 PM 12 ii3 ESTATE OF HOFFMAN RUTH L
DATE OF DEATH 02-07-2014
C LE} F FILE NUMBER 21 14-0176
DUNCAN WILLIAM 0CPHANS' GO COUNTY CUMBERLANDACN 101
I IRVINE ROW CUM BERL!'.': APPEAL DATE: 12-26-2014
CARLISLE PA 17013 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENTTO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4—
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OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN RUTH LFILE NO. :21 14-0176 ACN: 101 DATE: 10-27-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) 120,000.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) (2) .00 credit to your account,
00 submit the upper portion
S. Closely Held Stook/Partnership Interest (Schedule C) (S) .
of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 737,749.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 857,749.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 66,282.65
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 7,490.72
11, Total Deductions Cil) 73,773.37
12. Net Value of Tax Return (12) 783,976.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 101 000.00
14. Net Value of Estate Subject to Tax (14) 773,976.60
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) 77,397-66 x 12 = 9,287.72
18. Amount of Line 14 taxable at collateral rate (is) 696,578.94 x 15 = 104,486.84
19. Principal Tax Due (19)= 113,774.56
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-15-2014 CDO19027 3,684.21 70,000.00
04-25-2014 CDO19062 1,052.63 20,000.00
06-26-2014 CDO19350 .00 18,598.36
INTEREST IS CHARGED THROUGH 11-11-2014 TOTAL TAX PAYMENT 113,335.20
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 439.36
REVERSE SIDE OF THIS FORM INTEREST AND PEN. . 14
TOTAL DUE 439.50
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. fl,NJ
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REV-1470 Elf(01=10)
INHERITANCE TAX
pennsylvania EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box280601
HARRISBURG,
ARRI B PA 17128-0601
DECEDENTS NAME FILE NUMBER
Ruth L Hoffman 2114-0176
REVIEWEDBY ACN
Yvonne Agent ID 96 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H-B 9 Reserve fees are not allowable administrative deductions on the Pennsylvania inheritance
tax return.
The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
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