HomeMy WebLinkAbout05-28-10NOTICE OF INHERITANCE TAX pennsy van~a ~
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BUREAU OF INDIVIDUAL TAxES .AI~~'FE~-YS'EME~1`I';'C WIL-LOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION BF DfDUC~~~O1tIS AND ASSESSMENT OF TAX REV-1547 EX AFP C12-09)
PO BOX 280601 ''
HARRISBURG PA 17128-0601
~~~~ ~~~ ~$ P ~; ~ $ DATE 05-24-2010
ESTATE OF HOLLENBACK MARCI J
CLERIC Ci DATE OF DEATH 01-09-2002
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i ACN 101
112 WALNUT ST APPEAL DATE: 07-23-2010
HARRISBURG P A 17101 (See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE --------------------------------------
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLLENBACK MARCI JFILE N0 .:21 07-1058 ACN: 101 DATE: 05-24-2010
TAX RETURN WAS: CX) ACCEPTE D AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 94, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .0 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 94,000.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 2 2.6 6 5.~8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18,003.43
11. Total Deductions C11) 40,669.01
12. Net Value of Tax Return C12) 53, 330.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 53, 330 .99
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 C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 53 . ~~0 . 99 x 045 = 2, 399.89
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 2, 399.89
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-06-2010 CD012202 .00 2,399.89
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-07-2010
TOTAL TAX PAYMENT 2,399.89
BALANCE OF TAX DUE .00
INTEREST AND PEN. 1,019.55
TOTAL DUE 1,019.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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