HomeMy WebLinkAbout01-03-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES rt~`j'~`~-P!~FtA~.~~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION r ~ ~.; O~ ~E~D~~+ LNS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ''"~"'~r
JAN M WILEY
130 W CHURCH ST
DILLSBURG
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 12-27-2010
ESTATE OF BAUER ERNEST T
DATE OF DEATH 02-11-2010
FILE NUMBER 21 10-0256
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-25-2011
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
-RETAIN-LOWER-PORTION FOR
CUT ALONG THIS LINE ---)
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUER ERNEST TFILE N0.:21 10-0256 ACN: 101 DATE: 12-27-2010
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) 1,5 3 3.0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 195,288.02
6. Jointly Owned Property (Schedule F) C6) 5, 948.36
7. Transfers (Schedule G) (7) 20.93
8. Total Assets C8) 202 , 790 .31
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 41.6 21.5 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,8 4 3.19
C11) 43,464.74
11. Total Deductions 159,325.57
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) _ .0 0
14. Net Value of Estate Subject to Tax (14) _ 159, 325.57
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) 1 5 9 . 3 5.57 x 045 = 7, 169 .65
17. Amount of Line 14 at Sibling rate C17) _~ 0 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 (19)= 7, 169.65
TsY [`_RFTITTS~
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-07-2010 CD012722 337.50 6,412.50
10-26-2010 CD013558 .00 419.b5
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT 7,169.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.