HomeMy WebLinkAbout07-29-11~,,~ ~ OTICE OF INHERITANCE TAX
AP.P~~~~MENT, ALLOWANCE DR DISALLOWANCE
BUREAU OF INDIVIDUAL TAX~~ m. 5!
INHERITANCE TAX DIVISION ~ ~L~.. ~: ... ~~~ D'YL.~IIEDUCTIONS AND ASSESSMENT DF TAX
PD BOX 280601
HARRISBURG PA 17128-O6D1
CLERK pE
ORPHA^,'S COURT
CtJ~~REI?l_~Pdi~ Ct~ , ~A.
H ANTHONY ADAMS
49 W ORANGE ST
SUITE 3
SHIPPENSBURG PA 17257
Pennsylvania i
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
DATE 07-18-2011
ESTATE OF HOLTRY MARY A
DATE OF DEATH 02-25-2011
FILE NUMBER 21 11-0282
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2011
(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 C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLTRY MARY AFILE N0.:21 11-0282 ACN: 101 DATE: 07-18-2011
TAX RETURN was: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 115,255.56
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 115,255.56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 1,205.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 85,352.85
11. Total Deductions (11) 86,558.35
12. Net Value of Tax Return (12) 28,697.21
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 28,697.21
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 78.697.?1 x 045 = 1,291.37
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)= 1 , 291.37
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-18-2011 CD014486 64.57 1,291.37
TOTAL TAX PAYMENT 1,355.94
BALANCE OF TAX DUE 64.57CR
INTEREST AND PEN. .00
TOTAL DUE 64.57CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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