HomeMy WebLinkAbout05-05-14 NOTICE OF INHERITANCE TAX -rrE pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES RER��9Nfr,Tb$ttFI ARASSESSMENT OF TAX
INHERITANCE TAX DIVISION 4 : LIJ lJ t('•II''��CE' (Uf fh- REV-1547 IX AFP (BB-13)
280601
HA REGISTER OF WILLS
HARRISBURG BURG PA 17128-0601
2014 t4flY 5 0M 2 56 ESTATE OF HOLT 14
ZMAN JEANNETTE A
DATE OF DEATH 09-29-2013
CLERK OF FILE NUMBER 21 13-1250
ORPHANS' COURT COUNTY CUMBERLAND
TRIMMER VICKY CMt ERLANO CO.; PA ACN APPEAL DATE: 07-04-2014
PO BOX 659
MECHANICSBURG PA 17055-0659 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS 4-REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLTZMAN JEANNETTE AFILE NO. :21 13-1250 ACN: 101 DATE: 05-05-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule 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) (3) 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) 16,505.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1 ,332,054.00
8. Total Assets (8) 1 ,348.559.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 16,514.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 12.583.00
11. Total Deductions (11) 29,097.00
12. Net Value of Tax Return (12) 1,319,462.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cis) .00
14. Net Value of Estate Subject to Tax (14) 1 ,319,462. 00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 172 18 and/or 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 (15) .00 X 00 = . 00
16. Amount of Line 14 taxable at lineal rate (16) 1 •319.4A9_ Dn X 045 = 59,376. 00
17. Amount of Line 14 at sibling rate (17) . 00 X 12 = . 00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 59,376. 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-27-2013 CDO18571 2,968.79 56,407.00
04-28-2014 SBADJUST . 00 .21
TOTAL TAX PAYMENT 59,376. 00
BALANCE OF TAX DUE . 00
INTEREST AND PEN. 1 .00
TOTAL DUE .00
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 FOR INSTRUCTIONS.