HomeMy WebLinkAbout04-24-06
04-24-2006
HOFFMAN
06-10-2005
21 05-0583
CUMBERLAND
101
APPEAL DATE: 06-23-2006
(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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFp-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
flORENCE K FILE NO. 21 05-0583 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C;FFiC,E
BUREAU OF INDIVIDUAL TAX~'~;:~:~'D
INHERITANCE TAX DIVISION I.,,),', '", ,
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
ARPRAISEMENT, ALLOWANCE OR DISALLOWANCE
"OF DEDUCTIONS AND ASSESSMENT OF TAX
2006 APR 24 Pt1 3: 59
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
CUMBFRL/,;,)n CO, P,~
RUTH ANN MCMILLEN
MFGRS 8 TRDRS TRUST CO
213 MARKET ST
HBG
PA 17101
ESTATE OF
HOFFMAN
REV-1547 EX AFP (06-05)
flORENCE
K
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 04-24-2006
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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)
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
.00 X 045 = .00
555,601.72 X 12 = 66,672.21
.00 X 15 = .00
(19)= 66,672.21
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
164,787.10
.00
.00
162,310.48
.00
264,037.46
(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)
28,352.76
7.180.56
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
591,135.04
35.533 32
555,601.72
.00
555,601.72
nun"n, ..~ .~_. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-08-2005 CD005782 2,750.00 52,250.00
03-08-2006 CD006411 .00 11,672.21
TOTAL TAX CREDIT 66,672.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 "
IE IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DI
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