HomeMy WebLinkAbout09-13-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~l!lI'~!>.:J!1i (lIIlIl!R!tTI\l!ItE TAX
APPRAJiSEMIf1"; -AtLlll!"~E. ilR DISALLOWANCE
OF DE(lUi:t1Oiis' AND k:SESsI1ENT OF TAX
I -.-, ,_", '..; .. ., -
I 3 P (Pllta, 5
ESTATE OF
,c,DATE OF DEATH
'~F!;tJ,.E NUMBER
'CO~TY
ACN
09-13'2005
HOFFMAN
12-16-200'"
21 05-0001
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
A_aunt ReDittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is47-EX-AFP-C03:0sj-NoricE-OF-iNHERirANCE-rAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JENNIE B FILE NO. 21 05-0001 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8D6Dl
HARRISBURG PA 17128-0601
2DDS SEP
r-)
\.;'
0[Y-',.'
\..-., "",' -
ELIZABETH A HOFFMAN
106 WALNUT ST
HBG
r.:
PA 17101
ESTATE OF
HOFFMAN
*'
REV-1547 EX AFP (06-05)
JENNIE
B
TAX RETURN WAS: I X) ACCEPTED AS FILED
DATE 09-13-2005
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks 8nd Bonds lSehedu1e B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Kortgages/Notes Receivable (Schedule D)
5. Cash/Bank: DeposltslHisc. Personal Property (Schedule E)
6. Jointly Owned Pr""erty l$ch8du18 F)
7. Transfers (Schedule G)
8. Total Assets
II)
(2)
(3)
(4)
IS)
(6)
(7)
.00
65.87....80
.00
.00
125.016.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EKPenses/AdIt. Costs/Hlsc. Expenses (Schedul. H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gover~ental Bequests; Non-elected 9113 Trusts (Sch.dule J)
14~ N.t Value of Estate Subject to Tax
I~ an assess.ent was issued previouslY, lines 14, lS and/or 16, 17, 18 and 19 will
re~lect ~igures that inclUde the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of LiNt 14 at Spousal ...at. (5)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of LiNt 14 at Sibling rate (17)
18. Amount of Line 14 taxable at COllat....al/Cl.ss 8 ...at. (18)
19. Principal Tax Du.
R
NOTE:
TA
DATE
07-06-2005
NUllBER
Co005532
INTEREST/PEN PAID 1-)
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
10,590.55
00 =
0...5 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to ~our account I
SUb.it the up~r portion
of this fo.... with your
tax paYllent.
190,891. 78
11.I,;Q' '7
179,199.51
.00
179,199.51
.00
8,063.97
.00
.00
8,063.97
8,063.97
.00
.00
.00
\ft
1.101.72
Ill)
(12)
(13)
(14)
.00 X
179,199.51 X
.00 X
.00 X
AI10UNT PAID
8,063.97
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FORH FOR INSTRUCTIONS.)