HomeMy WebLinkAbout08-13-10BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEM~E.kl7,,•_,ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS' AND •'~~`~SSMENT OF TAX
WILLIAM R HUNT ESQ
109 S CARLISLE ST
PO BOX 336
NEW BLOOMFIELD PA 17068
cl) .00
c2) .00
t3) .00
c4) .00
c5) 5, 871 .54
c6) .00
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CUT ALONG THIS LINE _ -~ __RETAIN_LOWER_PORTIDN_ FOR YOUR RECORDS E-- _ __ __________ _
REV-1547 EX AFP (12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE 0F: HOLTRY ROBERT EFILE N0.:21 10-0016 ACN: 101 DATE: 08-09-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
Pennsylvania
DEPARTMENT OF REVENUE
REV ••1547 EX AFP (12-09)
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with yaur
tax payment.
cs) _ 5 , 871.54
c9) 3 , 196.28
clo) 128,942.21
X11) 132, 138.49
11. Total Deductions _
C12) 126,266.95-
12. Net Value of Tax Return _
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ .0 0
4 Subject to Tax
f E
t
t
t V
l
N (14) 126,266.95-
.
1 a
e
ue o
s
a
e _
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 x 045 '_ .00
17. Amount of Line 14 at Sibling rate C17) .00 X 12 .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .0 0 X 15 - .0 0
19. Principal Tax Due X19)'- .00
TAX CRFiIITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
~n.
'1 DATE 08-09-2010
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,
"" `' ~#~~~ t ~; p
f`~ ~ ~ ;E~~ ATE OF HOLTRY ROBERT E
DAT E OF DEATH 11-29-2009
!~~ ~r`'~ ~- FILE NUMBER 21 10-0016
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.. COUNTY CUMBERLAND
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~~ '' ~` ` ~ ~ ~' ` AC N 101
/~ ~-'.~ APPEAL DATE: 10-08-2010
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SpUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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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