HomeMy WebLinkAbout10-15-10NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxES '`"" ~,~' APP,~R~4-IS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF ~'~Irl1CTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-06D1 '`""
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BENJAMIN J BU~'1CE~[~,": ~'`"~~ ~'"
500 N 3RD ST
PO BOX 1004
HBG PA 17108
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DEPARTMENT OF REVENUE <~
RE:V-1547 E=X AFP t12-09)
DATE 10-11-2010
ESTATE OF BIKLE HARRY D
DATE OF DEATH 10-05-2009
FILE NUMBER 21 09-0976
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-10-2010
(See reverse side under Ot jections
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 F'-
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REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE: OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIKLE HARRY DFILE N0.:21 09-0976 ACN: 101 DATE: 10-11-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 181,893.40
2. Stocks and Bonds (Schedule B) (2) 27,212.67
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 33,535.62
6. Jointly Owned Property (Schedule F) (6) 2, 314 .57
7. Transfers (Schedule G) C7) 68,375.03
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8. Total Assets (8) 313, 331.79
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 2 5,216.11
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,9 24.9 8
11. Total Deductions (11) 32, 141.09
12. Net Value of Tax Return (12) 281,190.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 281 , 190.70
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
c15) .00 x 00 = .00
(16) 271 . l 90.70 x 045 = 12, 203.58
c17) . 00 x 12 = . 00
(1B) 10,000.00 x 15 = 1,500.00
(19)= 13,703.58
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-04-2010 CD012194 526.32 10,D00.00
07-27-2010 CD013109 6.31- 3,183.57
10-04-2010 SBADJUST .00 1.38
TOTAL TAX PAYMENT 13,703.58
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" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIONS.
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