HomeMy WebLinkAbout04-16-10_ ,.,,blOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~lk'~st~n„','ice, A~~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _~.. ~-t -~ :, ~F. iI~EDUCTIONS AND ASSESSMENT OF TAX
~ (a u .~:
..r~ 4 - .
PO BOX 280601 '~
HARRISBURG PA 17128-0601 ' "~ ~~
Z~l~ A~'R 16 ~Mt2~ ~+~
CLERK ~#
~ ('~t FnT
A - -„ r , ~ ~',!~ Qty:
J MAR( BAUER~~~~ , t-'~ ~- '~~~_-~
PO BOX 711
MECHANICSBURG PA 17055
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-09)
DATE 04-12-2010
ESTATE OF BAUERLE MARGARET E
DATE OF DEATH 01-20-2009
FILE NUMBER 21 09-0325
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-11-2010
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~-- RETAIN LOWER PORTION FOR YOUR RECORDS ~
--------------------------------------------------------------------------
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUERLE MARGARET EFILE N0.:21 09-0325 ACN: 101
------
OR
DATE:
-----------
04-12-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 0 NOTE: T o ensure proper
2.
Stocks and Bonds (Schedule B) 57,281.
(2) 5 3 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •0 0 tax pay ment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .0 0
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets (8) 57 , 281 .53
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3.8 0 9.3 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 24,863.10
11. Total Deductions C11) 28,672.40
12. Net Value of Tax Return C12) 28, 609.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 28, 609.13
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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) .0 0 X 0 0 - .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 28 , 609.13 x 045 = 1 , 287.41
17. Amount of Line 14 at Sibling rate (17) _00 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .0 0
19. Principal Tax Due C19)= 1,287.41
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-15-2009 CD011863 .00 1,287.41
TOTAL TAX PAYMENT 1,287.41
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 E
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.