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Home My WebLink About04-05-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 8UREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BERGMAN CARL 0 515 GETTYSBURG PIKE MECHANICSBURG, PA 17055 _n_____ fold ESTATE INFORMATION: SSN: 060-18-1559 FILE NUMBER: 2105-0968 DECEDENT NAME: HOFFMAN STERLING M DATE OF PAYMENT: 04/05/2006 POSTMARK DATE: 04/04/2006 COUNTY: CUMBERLAND DATE OF DEATH: 11/04/2005 NO. CD 006523 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6.37 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CARL 0 BERGMAN MARY JANE BERGMAN CHECK# 6306 SEAL INITIALS: CM RECEIVED BY: REGISTER OF WILLS $6.37 GLENDA FARNER STRASBAUGH REGISTER OF WILLS JERRY R. DUFFIE RICHARD W STEWART C ROY WEIDNER. IR EDi\lUi\D G. MYERS DAVID W DELuCE Jm 1\1 A STATLER IEFFERSON J. SHIP!\lAN RALPH H. WRIGHT. JR ~IARK C. DUITf[ JOH\ R. NI~OSKY MICHAEL J. CASSIDY MELISSA PEEl. GREEVY ROBERT \1. WALKER W.\DE D. \IA\LEY ELIZABETH D. SNOVER LAW OFFICES JOHNSON DUFFIE OF COUNSEL HORACE A. JOHNSON F. LEE SHIPMAN BRUCE J GROSSMAN" ':'also admitted in NY WHITEn's EXT NO,114 E - !vlAlLdl w@jdsw.eon1 April 4, 2006 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Estate of Sterling M. Hoffman Date of Death: November 4,2005 Your File No. 2005-00968 Our File No. 14271-1 Dear Register: Enclosed please find Check No. 6306 in the amount of $6,37. This payment represents additional inheritance tax due as outlined on the enclosed assessment we received from the Department of Revenue. Should you have any questions, please feel free to contact the undersigned. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER ~.'vJ~ Dana Wieseman Estate Administration Paralegal Ene. :272607 ("") 1.,;'; 301 MARKET STREET PO. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WWW.]DSW.COM 717.761.4540 FAX: 717.761.3015 MAIL@JDSW.COM JOHNSON, DUFFIE, STEWART & WEIDNER, p.e. 03-27-2006 HOFFMAN 11-04-2005 21 05-0968 CUMBERLAND 101 APPEAL DATE: 05-26-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 ~~!_~~9~~_!~~!_~~~~______~___!~!a!~_~g~~!_~g~!!9~_E9!_!9~~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX STERLING M FILE NO. 21 05-0968 ACN 101 DATE 03-27-2006 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RECEIVED MAR 2 1 2'006 JOHN STEWAFfr~' DUFFIE: 1) WEfONER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN DAVID W DELUCE JOHNSON ETAL PO BOX 109 LEMOYNE PA 17043 ESTATE OF HOFFMAN '* REV-1547 EX AFP (06-05) STERLING M RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 242.45 9,987.25 92,142.73 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 1L269.59 50.00 (11) (12) (13) (14) NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 102,372.43 11.31Q IiQ 91,052.84 .00 9L052.84 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ 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/Class A rate (16) .00 X 045 = '-'-) .00 17. Amount of Line 14 at Sibling rate (17) .00 x)12, = ' .00 ~ 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 91,052.84 X 15 ='13~651.-93 19. Principal Tax Due 119>:,13,657.93 TAX CREDITS: ! ; -- (+J AHOUNT PAID '.. I DATE NUHBER INTEREST/PEN PAID (-) .~."-1 01-26-2006 CD006250 682.58 12.968.98 . -. ~ i .. ','"1 r....) PAYMENT MUST BE MADE BY 08-04-2006*. TOTAL TAX CREDIT 13 ~ 651. 56 BALANCE OF TAX DUE 6.37 INTEREST AND PEN. .00 TOTAL DUE 6.37 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.} r LAW OFFICES JOHNSON .~-:1)UfFIE-:. . ( I~, '. ...... I I i l. 301 MARKET STREET PO, BOX 109 LEMOYNE, PA li043-0109 ~t-~ ~"%l Qt::J \<' __ 11 ~ {( ~.......r ::> ,,_ "'TN 02 1A $ f : 0004368026 APi MAILED FROM ZIP C( REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 i 7;:,; i 3#33:;:{; I, , ! i i 11,,11 ill'" ! 11111 i I,ll i ,III i ",II, i 111,11, , ""III! ,1,1