HomeMy WebLinkAbout03-31-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-;- ~ -~-- ~ ;--NflTdCE~OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApFRA'I~MEN?,''ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION D£DUCTTpNS AND ASSESSMENT OF TAX
PO BOX 280601 ,, ~ ¢~^~ `~ L -
HARRISBURG PA 17128-0601 REV-1547 EX AFP CO1-09)
~~~~ +~~~~ J I p~~ !~, ' 2 DATE 03-30-2009
ESTATE OF HOLTRY GALEN L
DATE OF DEATH 08-27-2008
~~ "r~~{ ~~ FILE NUMBER 21 08-0898
OFP; -:~~'~ 5 v~%~.~t~ i COUNTY CUMBERLAND
LARRY L HOLTRY ~~," ~ '~!r,; , rA ACN 101
610 BRENTON ST APPEAL DATE: 05-29-2009
SHIPPENSBURG PA 17257 (See reverse side underObjechions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (O1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOLTRY GALEN L FILE NO. 21 08-0898 ACN 101 DATE 03-30-2009
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 18 3.16 3.94 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10.8 35.56
6. Jointly Owned Property (Schedule F) (6)_ 5,938.61
7. Transfers (Schedule G) (7) 25, 990 .43
e. Total Assets ($) 225,928.54
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,117.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,894.59
11. Total Deductions C11) 7r,,p77 _q)
12. Net Value of Tax Return (12) 210,916.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 210,916.63
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 (lg) .00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 210,916.63 X 045 = 9,491.25
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 9,491.25
~_DATE I NUMBER ~ INTEREST/PEN PAID (-) I AMOUNT PAID
PAYMENT MUST BE MADE BY 05-27-2009*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 9,491.25
INTEREST AND PEN. .00
TOTAL DUE I 9,491.25
C IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)