HomeMy WebLinkAbout06-30-15 r'I"c' OFFI( �
F'{EG.SrT,-NOTICE JQ INHERITANCE TAX , Pennsylvania
APPRAISEMENT,,IALIJ bWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
POHBOXTANCE 280601AX DIVISION 12015 AIN 3 0 n n 3 S1 REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-0601 J J It� V
CLE ; OF DATE 06-22-2015
ORPHA[;p ' CO ESTATE OF HOFMANN NANCY H
C`�URT DATE OF DEATH 09-29-2014
�� Rx! `�%'D Cq , )/AFILE NUMBER 21 14-0971
COUNTY CUMBERLAND
GETZ ESQ DAVID R ACN 101
WIX WENGER & WEIDNER APPEAL DATE: 08-21-2015
PO BOX 845 (See reverse side under Objections)
HARRISBURG PA 17108-0845 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
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOFMANN NANCY HFILE NO. :21 14-0971 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00, NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00, tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2 0,00 2.38
6. Jointly Owned Property (Schedule F) (6) 54,465.59
7. Transfers (Schedule G) (7) 13,130.81
8. Total Assets (8) 87,598.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,06 0.0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 10,281 . 10
11. Total Deductions (11) 15,341. 10
12. Net Value of Tax Return (12) 72,257.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 72,257.68
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) 72,257-619 X 045 = 3,251.60
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)= 3,251.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-08-2014 CD020005 147.37 2,800.00
02-01-2015 CD020205 .00 304.24
TOTAL TAX PAYMENT 3,251 .61
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
* 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. `!n