HomeMy WebLinkAbout06-30-15 NOTICE OF INHERITANCE TAX Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION n CCR
OF DEDUCTIONS AND ASSESSMENT OF TAX Qi, REV-1547 EX AFP (11-14)
PO BOX 280
HARRIISBURG6PA 17128-0601 R E C C i`D E D OFFICE O fC
i1IL-LJ DATE 06-22-2015
C uIV U� 51 ESTATE OF HOLTRY MARIE M
?0!5 UN i � J DATE OF DEATH 11-13-2014
_ FILE NUMBER 21 14-1204
C E Cab COUNTY CUMBERLAND
MYERS � � ,I OU ACN 101
137 PARK PL WCUt, t)Ff I , ''1) 1;01 PA APPEAL DATE: 08-21-2015
SHIPPENSBURG PA- 17157=9212 (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�
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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: HOLTRY MARIE MFILE NO. :21 14-1204 ACN: 101 DATE: 06-22-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0, NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (5) 9,651 .97
6. Jointly Owned Property CSchedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 9,651 .97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 12,412.25
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 57,277.40
11. Total Deductions (11) 69,689.65
12. Net Value of Tax Return (12) 60,037.68-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 60,037.68-
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 C15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - nn x 045 = .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)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
TOTAL TAX PAYMENT .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 (CR), YOU MAY BE DUE \
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ��