HomeMy WebLinkAbout03-21-14 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 EX AFP {80-13)
PD BOX URG 290601
PA
HARRISBURG PA 17126-0601
DATE 03-24-2014
ESTATE OF HOLTRY i H
DATE OF DEATH 03-27-2013
FILE NUMBER 21 13-0413
G COUNTY CUMBERLAND
LEASON THOMAS p
ACN 101
49 W ORANGE ST APPEAL DATE: 05-23-2014
SHIPPENSBURG PA 17257-1813 (See reverse side underObjecdons)
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 !-
REY-1547 EX AFP t08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE OR-
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLTRY J HFILE NO. :21 13-0413 ACN: 101 DATE: 03-24-2014
TAX RETURN WAS: I X) ACCEPTED AS FILED I ) 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,
3. Closely Hold Stock/Partnership Interest (Schedule C} (3) 00 submit the upper portion of this farm with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 12,253.36
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule IG) (q} .00
8. Total Assets (8) 12,253.36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expanses (Schedule H) (q) 31023.24
10. Debts/Mortgage Liabilities/Liens (Schedule I) (1 p) 3. 115.71
11. Total Deductions (11) 61138.95
12. Net Value of Tax Return (12) 6,114.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 6, 114.41
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: C'� ° �7
15. Amount of Line 14 at spousal rate (15) .00 X90"- s ^r1 0
16. Amount of Line 14 taxable at lineal rate (16) A.114.41 X 4:5)` 25
17. Amount of Line 14 at sibling rate C17) an X rd12=T?
18. Amount of Line 14 taxable at collateral rate (18) . 00 X rQ N O
19. Principal Tax Due 275 A5
TAX CREDITS: Z 74 Zn
�
v
PAYMENT RECEIPT DISCOUNT (+) O z
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID h� C�
rs r-- rn
11-15-2013 CDO18418 .00 275.1- Q
TOTAL TAX PAYMENT 275. 15
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
100
X IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE X
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.