HomeMy WebLinkAbout01-07-11~,_, NOT CE OF INHERITANCE TAX ~ennSy~VaI1~a b ~
BUREAU OF INDIVIDUAL TAXES Rr ~~'! { aPP~~A~~s~~i ~ ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
'-~` D~~~A~F~~TIONS AND ASSESSMENT OF TAX REV-1547 EX AFP clz-lo)
INHERITANCE TAX DIVISION 4,i V~ J
PO BOX 280601 ~ -'
HARRISBURG PA 17128-0601
"~T' "~' ~'~" r DATE 01-03-2011
ESTATE OF BIGLER JUNE A
~~ f ~,r DATE OF DEATH 0 3 -14 - 2010
~`~` ~~' `j FILE NUMBER 21 10-0287
i~ t_ ,' ~ + _,' i ~ 1
~~. ~ ; ~~ ~~ ,-~~-~ ~~ COUNTY CUMBERLAND
LATSHA DAVIS Y''kM'E'H~NNA ~`~'~~ ~~ ACN 101
STE 140 APPEAL DATE: 03-04-2011
17 0 0 BENT C R E E K BLVD (See reverse side under Objections )
MECHANICSBURG PA 17050 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECORDS E--
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REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIGLER JUNE AFILE N0.:21 10-0287 ACN: 101
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OR
DATE: 01-03-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) •0 ~ NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 328, 636.81 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
t3) of this form with your
4. MortgageslNotes Receivable (Schedule D) C4) •~ ~ tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 697,897.48
6. Jointly Owned Property (Schedule F) (6) 137,278.78
7. Transfers (Schedule G) (7) .0 0
8. Total Assets c8) 1 , 163, 813.07
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostsJMisc. Expenses (Schedule H) C9) 11.10 8.31
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,74 9.4 6
11. Total Deductions C11) 14,857.77
12. Net Value of Tax Return C12) 1,148,955.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1,148,955.30
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Glass A rate C16) _0 0 x 04 5 = .0 0
17. Amount of Line 14 at Sibling rate t17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 1 , 148, 955.30 X 15 = 172, 343.30
19. Principal Tax Due C19 )= 172, 343.30
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-11-2010 CD012897 8,617.17 164,000.00
TOTAL TAX PAYMENT 172,617.17
BALANCE OF TAX DUE 273.87CR
INTEREST AND PEN. .00
TOTAL DUE 273.87CR
~ 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.