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_y,~,,.,... ,C ~ NOTICE OF INHERITANCE TAX
r~`~~~ "r',,jF~l..: '•_~A~~IR~rSEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL ~IFE~ ~
INHERITANCE TAX DIVISION ~. ~ ~ ti_,. - °~,`';'~~~•DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~ '~~ U' -- ~
HARRISBURG PA 17128-0601
?~t1'JL~ ~i 2~G~
CLERK OF
ORPHA'~1'S C0,)RT
CHARLES E ~t'r1s~'~,I~`'~~ ~~
6 CLOUSER RD
MECHANICSBURG PA 17055
Pennsylvania , . ~~~
DEPARTMENT OF REVENUE
REY-1547 IX AFP (12-11)
DATE 02-28-2012
ESTATE OF HOLLAND BETTY J
DATE OF DEATH 11-04-2010
FILE NUMBER 21 10-1140
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-28-2012
(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 E-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLLAND BETTY JFILE N0.:21 10-1140 ACN: ln) neTFe n7-9R_7nl'~
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 147,587.50
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) ~2) 986.4 0 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 102,974.63
6. Jointly Owned Property (Schedule F) ~6) 5,438.11
7. Transfers (Schedule G) I7) 273, 021.74
8. Total Assets cs) 530 , 008.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Iq) 20.99 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 372.69
11. Total Deductions C11) 21,364.89
12. Net Value of Tax Return (12) 508,643.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 508,643.49
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 C15) .00 X 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 3,5.6]7.88 x 045 = 16,002.80
17. Amount of Line 14 at Sibling rate C17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 153,025.61 X 15 - 22,953.84
19. Principal Tax Due (19)= 38,956.64
TAX CREDITS:
t"MTI'IC I'll Kt~tiri DISCOUNT (+) -
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
01-19-2011 CD013916 250.00 4,750.00
09-09-2011 CD014951 .00 33,236.05
INTEREST IS CHARGED THROUGH 03-14-2012 TOTAL TAX PAYMENT 38,236.05
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 720.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 111.29
TOTAL DUE 831.88
* 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.
REV-1470 EX (01-~)
5i1 Pennsylvania INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVTDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Holland, Betty 2110-1140
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
Row Paae 1