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NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~' ~~'.''~,k~~~~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX Drv1s1oN ----~ ~ O;F ~~~,U`ETIONS AND ASSESSMENT OF TAX
PO BOX 280601 v\,~,;,;_:';'.:~ r~'-_~ ~
HARRISBURG PA 17128-0601
ZOi~ t~AY 2 I P~ 12~ 03
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ORPHAN'S ~Q~1RT
CHRISTOPHER E F~~=`,-_~ .._ .~
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE PA 17013
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-09)
DATE 05-17-2010
ESTATE OF BURGER ROBERT E
DATE OF DEATH 08-24-2009
FILE NUMBER 21 09-0820
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-16-2010
(See reverse side under Objections)
Amount Remitted -1
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
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: BURGER ROBERT EFILE N0.:21 09-0820 ACN: 101 DATE: 05-17-2010
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
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) 512, 951.87 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 209,808.77
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets C8) 722,760.64
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 4 2,19 5.8 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 0 3.0 2
11. Total Deductions C11) 42,798.90
12. Net Value of Tax Return C12) 679, 961 .74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 679, 961 .74
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) .0 0 x 0 4 5 = .0 0
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 - .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 679, 961.74 X 15 - 101 , 994.27
19. Principal Tax Due (19)= 101,994.27
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-17-2009 CD012004 5,000.00 95,000.00
12-18-2009 CD012125 .00 494.19
INTEREST IS CHARGED THROUGH 06-01-2010
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX PAYMENT 100,494.19
BALANCE OF TAX DUE 1,500.08
INTEREST AND PEN. 1.32
TOTAL DUE 1,501.40
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. %1~`y~
REV-1470 EX (Ob10) ,,.
~ f ennsylvan~a INHERITANCE TAX
P
;` DEPARTMENT OF REVENUE EXPLANATION
.:...::....:........: .
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
DECEDENT'S NAME FILE NUMBER
Robert E. Burger 2109-0820
REVIEWED BY ham'`'
Anita McCully 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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