HomeMy WebLinkAbout04-24-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--, -,~, ^'-clrr
::,=('(;'1\ HJ Uh,X NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA:~!:~-.:~i:;_, .~. e" \ , ,)\PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , , - _~ .~, ',} OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
04-24-2006
HOFFMAN
05-13-2005
21 05-0485
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-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GLORIA J FILE NO.21 05-0485 ACN 101
ZUOG APR 24 pr1 3: 59
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPWMS COURT
01Iltm.cJ'! ",;n '....r\ pA
RICHARD C s-rfEtliAltER'" \.). "
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG
PA 17055
ESTATE OF
HOFFMAN
REV-1547 EX AFP (06-05)
GLORIA
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 04-24-2006
) CHANGED
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)
150,000.00
37,114.77
.00
58,000.00
13,976.20
1,584.24
139,380.93
(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)
38,840.47
5.273.04
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
400,056.14
44.113 51
355,942.63
.00
355,942.63
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
355,942.63 X 045 = 16,017.42
.00 X 12 = .00
.00 X 15 = .00
(19)= 16,017 .42
/ I'{c,,"c~r (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-12-2005 I CD005679 263.16 5,000.00
02-15-2006 fiD006324 .00 8,157.42
03-01-2006 CD006387 11.11- 2,610.00
04-17-2006 REFUND .00 2.05-
TOTAL TAX CREDIT 16,017.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (~
~F D~~~~~ D~~" I~"~~~~~C~~~,, A~" A T::~~E~~~: ~~~) ~..~~~..~~~_~~ ~UW )