HomeMy WebLinkAbout05-12-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
Kt:V- I IOL t:XII I-~Ol
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
SHIELDS CHARLES EDWARD III ESQ
SIX CLOUSER ROAD
MECHANICSBURG, PA 17013
u__ fold
ESTATE INFORMATION: SSN: 208-38-9340
FILE NUMBER: 2106-0226
DECEDENT NAME: HOFFMAN BERNICE E
DATE OF PAYMENT: 05/12/2006
POSTMARK DATE: 05/10/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/20/2005
NO. CD 006687
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $61.78
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$61.78
REMARKS:
CHECK# 5297
SEAL
INITIALS: MG
RECEIVED BY:
RFGISTFR OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
05-08-2006
HOFFMAN
03-20-2005
21 06-0226
CUMBERLAND
101
APPEAL DATE: 07-07-2006
( See reverse side under Objections)
Amount Remitted I :t to j. 7g I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
,~DEPARTMENT OF REVENUE
. )~6}ICE~9f,. I~HERITANCE TAX
APPRAISEHE~T,-~LQWANCE OR DISALLOWANCE
OF DEDUCTIONS A~ ASSESSMENT OF TAX
, ."7
" ! ,?
~: 39
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES E SHIELDS III
6 CLOUSER RD
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
BERNICE
E
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFP-ro3:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANcE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOFFMAN BERNICE E FILE NO. 21 06-0226 ACN 101 DATE 05-08-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 1&, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
87,356.17 X 045 = 3,931.03
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,931.03
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. 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
450.00
89,746.17
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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)
2,840.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
90,196.17
(11)
(12)
(13)
(14)
2.840 DO
87,356.17
.00
87,356.17
.".~ .. ""..."...r. (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-15-2006 CD006433 .00 3,931.03
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-16-2006 TOTAL TAX CREDIT 3,931.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. 61.78
TOTAL DUE 61.78
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFIFr:TFn A<: A "",pl=nTT" frDl vnll ...v
l.:HARLES E. SHIELDS, III
ATTORNEY-AT-LAW
6 CLDUSER ROAD
Corner ofTrindle and Clouser Roads
MECHANICSBURG, PA 17055
GEORGE M. HOUCK
(1912-1991)
TELEPHONE (717) 766-0209
FAX (717) 795-7473
May 9, 2006
Register of Wills
Cumberland County Court House
1 Court Square
Carlisle, P A 17013
Re: Estate of Bernice E. HotTman
No. 21-06-0226
Dear Register of Wills:
Please find enclosed Check No. 5297 in the amount of $61.78 for Inheritance Tax interest
and penalties.
Thank you for your kind attention to this matter.
Very truly yours,
/)/ ./ /1;/;'.
(/Ut(4/.~< 1__:)//i~~0y
Charles E. Shields, III
Attorney - At-Law
CES/mjj
Fnrl 0.<:1 Ire<:
.\
.".I
,i
:{:.
1'.',1
U.\
no"
--..'
~ () ~ :::>
& - 0 :;
0 """ -
?l C- ';:j 0i
';:j CFJ 0i CFJ
0' 0i ~ ~
""" 1
'lJ )>
0- 'iO .- (fJ
C- O 1 ~
""" ?l r
qo p.?l ~.
~ -
'"'j p.
)> CFJ
--
- ~
-..l
0
V\
V\
(}~(}:;o
~(}C3~
tn' go-tn'
ro",",(1),-i"
,-i" :l. ~
'"'Q(fltuO
):>D ~ -n
C 0-
~~()~
-..1(1)0-
o CV;
~ ~
tJ-) ~
()
o
c
;:+
X
o
c
(/)
(1)
",-.;'
~
~f
~,
-~ :.;:;
~>
,"
0"" .1.'".'"''
,,~~ -
. '
,
< ~