HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAX pennsylvania
�,CVC0Wf�E9FEICEA6gRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF IN r'1 WILLS UC F DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
POHBOX T280601ANCE AX RE, -,a t j� L iy L��7 REV-1547 EX AFP (11-14>
HARRISBURG PA 17128-0601
HIS RUG 3 FM 12 05 DATE 08-03-2015
ESTATE OF HOLDER SR JOHN R
C LE ',1 0 F DATE OF DEATH 12-11-2014
ORPHAN , C. ,. - 7 FILE NUMBER 21 14-1207
HOLAWMERLi"k," 1OHN., : A R COUNTY CUMBERLAND
ACN 101
8 WHISKEY SPRINGS RD APPEAL DATE: 10-02-2015
D I L L S B U R G PA 17019-8801 (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 E�
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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: HOLDER SR JOHN RFILE NO. :21 14-1207 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01
1. Real Estate CSchedule A) (1) 177,281.00 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 (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 240,600.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 417,881 .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSchedule H) (9) 375.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 00
11. Total Deductions (11) 375. 00
12. Net Value of Tax Return (12) 417,506.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 417,506.00
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) 417.Fi0/.nn X 045 = 18,787.78
17. Amount of Line 14 at sibling rate (17) .Off, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 18,787,78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-03-2015 CD020302 924.21 17,560.00
07-01-2015 CD020915 .00 1,228.00
TOTAL TAX PAYMENT 19,712.21
BALANCE OF TAX DUE 924.43CR
INTEREST AND PEN. .00
TOTAL DUE 924.43CR
* 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.