HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX ;'? pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION r Cyt REV-1547 EX AFP (11-14)
PO BOX 280601 R �ogo ,V ej !{CE 01
HARRISBURG PA 1
REGISTER OF WILLS
DATE 01-19-2015
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7g15 }1g,, 20 P In 12 11 ESTATE OF HOLTZINGER LEWIS T
J U { t DATE OF DEATH 05-15-2014
`� �- FILE NUMBER 21 14-0534
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SMITH UWPHANS'S'�XkiT A COUNTY CUMBERLAND
ACN 101
PO g ; t �,?: �% , APPEAL DATE: 03-20-2015
(� ''"`i See reverse side under Objections)
HARRI BURG PA 17108-1146
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 -- --------------
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLTZINGER LEWIS TFILE NO. :21 14-0534 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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,
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 47,673.03
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 2,142,976.80
8. Total Assets (8) 2,190,649.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 57,923. 19
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,20 9.80
11. Total Deductions (11) 61,132.99
12. Net Value of Tax Return (12) 2,129,516.84
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 2,129,516.84
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) 2,129,514-81 x 045 = 95,828.26
17. Amount of Line 14 at sibling rate (17) X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 95,828.26
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
07-07-2014 CDO19392 4,736.84 90,000.00
PAYMENT MUST BE MADE BY 02-15-2015*. TOTAL TAX PAYMENT 94,736.84
BALANCE OF TAX DUE 1 ,091 .42
INTEREST AND PEN. .00
TOTAL DUE 1,091.42
* 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 FOR INSTRUCTIONS. \(�