HomeMy WebLinkAbout12-29-14 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENTP ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX- OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 28060 (j OFFICE OF
HARRISBURG PA ff�,k
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OF VhLLS
DATE 12-29-2014
?019 ricLC 29 I'M 12 23ESTATE OF HOLLIS ROBERT i
DATE OF DEATH 06-10m2013
C L E Rl, OF FILE NUMBER 21 13m0707
- COUNTY CUMBERLAND
GRIFFUPHANS' CBWA'KEY L ACN 101 -
200Cd�,0_90,VE'Rls-T-7'-*'-, PA APPEAL DATE: 02-27-2015
CARLISLE PA 17013-2423 (See reverse side under Objections)
Amount Remittedi
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-
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iiV-:-1-Z-7-ii-A--FF(ll 4) NOTICE0 INHERITANCE X A RA EME T, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLLIS ROBERT JFILE N0. :21 13-0707 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) 1,476.25 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) 295,069.53 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 489.80
6. Jointly Owned Property (Schedule F) (6) 985,563.10
7. Transfers (Schedule G) (7)- .00
8. Total Assets (8) 1 ,282,598.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 67,027.68
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 6,211 .21
11. Total Deductions (11) 73,238.89
12. Net Value of Tax Return (12) 1,209,359.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,209,359.79
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 (16) 1 7n9.ACi9-79 x 045 = 54,421. 19
17. Amount of Line 14 at sibling rate (17) nn' x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due (19)= 54,421 .19
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-09-2013 -CD018120 2,368.42 45,000.00
08-20-2014 CDO19573 94.27- 7,171 .19
TOTAL TAX PAYMENT 54,445.34
BALANCE OF TAX DUE 24. 15CR
INTEREST AND PEN. .00
TOTAL DUE 24.15CR
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.