HomeMy WebLinkAbout12-19-14 NOTICE OF INHERITANCE TAX b Pennsylvania
APPRAISEM£NT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11 14)
PO BOX 280601
HARRISBURG PA 171:ftMRpED OFFICE OF
REGISTER OF MILLS DATE 12-22-2014
ESTATE OF HOFFMAN WILLIAM F
tg1 `C 19 �� 17 DATE OF DEATH 03-19-2014
t !! (('�� FILE NUMBER 21 14-0333
CHEREWICA E6 ERMAAE 101
COUNTY CUMBERLAND
624 N FFQRPI'1S' Cal' T ACN APPEAL DATE: 02-20-2015
WORMLE(}'o E,RLAtIgAr,f70�'3;-1022 (See reverse side under Objections)
Amount Remitted
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 E—
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REV-1547 EX AFP C11-14� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFFMAN WILLIAM FFILE NO. :21 14-0333 ACN: 101 DATE: 12-22-2014
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) .00 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,9 65.98
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 38,251 .40
B. Total Assets (8) 192,217.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 17,0.,22.7 A
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 15,1 34.0 0
11. Total Deductions (11) 32,156'73
12. Net Value of Tax Return (12) 160,060.65
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 160,060.65
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, I8 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) 1 4D-040-6F x 045 = 7,202.73
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)= 7,202.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-18-2014 CDO19314 360.14 91000.00
TOTAL TAX PAYMENT 9,360,14
BALANCE OF TAX DUE 2,157.41CR
INTEREST AND PEN. .00
TOTAL DUE 2,157.41CR
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.