HomeMy WebLinkAbout03-10-14 NOTICE OF INHERITANCE TAX , , pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX ___.
REV-1547 IX AFP (09-13)
PO BOX
HARRISBURG URG PA PA 17128-0691
DATE 03-03-2014
ESTATE OF HOLLI JIM W
DATE OF DEATH 11-14-2011
FILE NUMBER 21 11-1244
COUNTY CUMBERLAND
GRIBBIN LEO E
138 E MARKET ST ACN APPEAL DATE: 05-02-2014
YORK PA 17401-1219 (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 (0.8-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLLI JIM WFILE NO. :21 11-1244 ACN: 101 DATE: 03-03-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 7 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) 397,911. 19 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) 189, 198. 13
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 587. 109.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 60,970.87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 6.305.50
11. Total Deductions (11) 67,276.37
12. Net Value of Tax Return C12) 519,832.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 28.740.08
14. Net Value of Estate Subject to Tax (14) 491,092.87
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 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 C16) nn X 045 = r» . 00
--r-
17. Amount of Line 14 at sibling rate (17) R.OD0. 00 X 12C= -_-9 6 0 �,.1
18. Amount of Line 14 taxable at collateral rate (18) 483,092.87 X 15' : g 7F 63.
19. Principal Tax Due (1cD
- , 7 �23.t93 z%
TAX CREDITS:
PAYMENT RECEIPT O -17
DISCOUNT (+) -�
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-) C7'
02-10-2012 CDO15582 1,315.79 25,000 .00 L : �j
11-06-2013 CDO18377 1,734.43- 48,850.29 - '—rn
n 0
CD
TOTAL TAX PAYMENT 73,431.65
BALANCE OF TAX DUE 7.72CR
INTEREST AND PEN. .00
TOTAL DUE 7.72CR
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. \