HomeMy WebLinkAbout08-14-06
08-07-2006
HOLLASH
09-09-2005
21 05-1024
CUMBERLAND
101
APPEAL DATE: 10-06-2006
( See reverse side under Objections)
~ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
~Y!_~~9~9_!~1~_~1~J______~___!!!!!~_~g~!!_~g!!!g~_Eg!_ygY!_!!~9!'!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALBERT J FILE NO. 21 05-1024 ACN 101 DATE 08-07-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
. .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ,_ :, ,') r' F,n-:\ ("'P=-\ :f.IOTi~'f OF INHERITANCE TAX
~'H }..vi'_i\....H$~EtlT 1 ALLOWANCE OR DISALLOWANCE
, - ~ . ,"'.,of i:'DEouctIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
'LO\Jtt
\ t" F',\ \2~: \ 3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JO ANNE GORDON
3619 GOLFVIEW DR
MECHANICSBURG
PA 17050
ESTATE OF HOLLASH
wJ
REV-1547 EX AFP (06-05)
ALBERT
J
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. ~unt of Line 14 .t Spousal rata (IS)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. ~unt of Line 14 at Sibling rat. (17)
18. ~unt of Line 14 taxable at Coll.teral/Class B rate (18)
19. Principal Tax Due
T :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estat. (Schedul. A)
2. Stocks and Bonds (Schedul. B)
3. Closely Held Stock/Partnership Int.r.st (Schedul. C)
4. Mort......s/Not.s Reeei vabl. (Schedul. D)
S. Cash/Bank DepositslMisc. P.rsonal Prop.rty (Schedul. E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Sch-wle G)
8. Total Ass.ts
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
.00
462.506.34
670 ~ 021.12
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/AdM. Costs/Misc. Expenses (Schedul. H)
10. DebtslMortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitabl./Gov.nnnental Bequests; Non-.lected 9113 Trusts
14. Net Value of Estat. Subject to Tax
(9)
(10)
1051217.00
11.028.00
(11)
(12)
(13)
(14)
(Sch-wl. .J)
NOTE:
.00 X
9881782.46 X
.00 X
271500.00 X
AMOUNT PAID
651000.00
DATE
11-22-2005
NUtlBER
CD006022
INTEREST/PEN PAID (-)
21431.01
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure prop.r
cr.dlt to your accountl
subIIi t the upper portion
of this for. with your
tax pa~t.
111321527.46
116.245 00
110161282.46
.00
110161282.46
.00
441495.21
.00
41125.00
481620.21
671431.01
181810.80CR
.00
181810.80CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.
REV-1470 EX (6-,88). '*
\
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Albert J. Hollash 2105-1024
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
J 3 thru Changed tax rate from 12 percent to 15 percent since nephews are collateral beneficiaries.
8
ROW
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