HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX A pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DI�I�IQNOf ^U E D OFFICE
FFICE O F REV-1547 IX AFP (11-14)
PO BOX 280601 tt((tt((��
HARRISBURG PA 17128-0601
REGIS-*'-,, _S
DATE 08-10-2015
?015 AUG 17 PFI 12 0 ESTATE OF HOLLENBAUGH ALFRED H
DATE OF DEATH 08-14-2014
FILE NUMBER 21 14-0863
GL�'``�� �"�� COUNTY CUMBERLAND
BRENNEM�I�PHI,i,dKE.ITFI' ' 0 ACN 101
44 WSrrh � . APPEAL DATE: 10-09-2015
MECHANICSBURG PA 170��-6249 (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 --------------
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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: HOLLENBAUGH ALFRED HFILE NO. :21 14-0863 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 34,3 98.0 0 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 348,993.79
6. Jointly Owned Property (Schedule F) (6) 50,019.63
7. Transfers (Schedule G) C7) 31,144.07
8. Total Assets (8) 464,555.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,38 2.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 665. 15
11. Total Deductions (11) 19,047.79
12. Net Value of Tax Return (12) 445,507.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 445,507.70
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) -On, 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) 445,507.70 x 15 = 66,826. 15
19. Principal Tax Due (19)= 66,826. 15
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
11-06-2014 CDO19883 3,157.89 60,000.00
04-24-2015 CD020567 .00 3,826.15
TOTAL TAX PAYMENT 66,984.04
BALANCE OF TAX DUE 157.89CR
INTEREST AND PEN. .00
TOTAL DUE 157.89CR
* 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.