HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE 2806dtCi VffOF D OFFICE OF REV-1547 EX AFP <11-14)
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HARRISBURG PA�ftS t691ER C WILLS
1 p DATE 03-30-2015
ZOIS �!��� 30 FM 12 39 ESTATE OF HOLLENBAUGH GAYLE M
U DATE OF DEATH 06-09-2014
OF FILE NUMBER 21 14-0665
C "P T COUNTY CUMBERLAND
IRWI�tESQ�'t" �66LR B ACN 101
35f►,XIE),CNDER SPRING RD APPEAL DATE: 05-29-2015
CARLISLE PA 17015-7451 (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 ♦- --------------
---------------------------- - ------------------- ----------------------
REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOLLENBAUGH GAYLE MFILE NO. :21 14-0665 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 400,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,547.42 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5,225.43
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 406,772.85
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 28,12 6.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 87,401 .73
11. Total Deductions (11) 115,528.37
12. Net Value of Tax Return (12) 291,244.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 291,244.48
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) 291 ,244-4.9 X 045 = 13,106.00
17. Amount of Line 14 at sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 13,106.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2014 CDO19554 563. 16 10,700.00
11-14-2014 CDO19910 .00 1,842.84
TOTAL TAX PAYMENT 13,106.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 \
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.