HomeMy WebLinkAbout01-20-11NOTICE OF INHERITANCE TAX pennsylvanla ~
BUREAU OF TNDIWIDUAL TAX~~ APPRAI';~k'~[ENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE '
INHERITANCE TAX DIVISION OF 'D,~DUCTIONS AND ASSESSMENT OF TAX RE'J-1547 E}; AFP C12-10)
PO BOX 280601 .
HARRISBURG PA 17128-0601
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C R A I G A H A T C I~;'G._E ~ (~ U I R~~ _~r,
1013 MUMMA RD STE 100
LEMOYNE PA 17043
DATE 01-17-2011
ESTATE OF BURKHOLDER TROY A
DATE OF DEATH 11-20-2009
FILE NUMBER 21 10-0035
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-18-2011
(See reverse side under Ob~e~c~tions
Amount Remitted __
MAKE CHECK PAYABLE AND REM1:T PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _ --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 4-- _
REV-1547 EX AFP (12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT: ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURKHOLDER TROY AFILE N0.:21 :10-0035 ACN: 101 __ ___ _ ______
OR - - -
DATE: 01-17-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
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) 22, 167 .56 credit to your account,
. 0 0 submit the upper portion
3. Closely Held Stock/Partnershiplnterest tSchedule C) t3) . of this form with your
4. Mortgages!Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 58,017.59
6. Jointly O~•rned Property (Schedule F) (6) .00
7. Transfers (schedule G) C7) 291,577.09
8. Total Assets c8) ~ 371 , 762.24
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral E:penses/Adm. Costs/Misc. Expenses (Schedule H) (g) 31,2 0 5.$ 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6 5 3.4 2
C11 ) 31 , 859.22
11 . Total Deductions _
C12) 339,903.02
12.
13. Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts w
(Schedule J) (13) ,N .OiO
14. Net Value of Estate Subject to Tax c14) ,~ 339,903.02
NOTE: If an assessment was issued previously, lines 14, 15 and/or lb, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to d ate.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 =~ .00
16. Amount of Line 14 taxable at Lineal/Class A rate t]l6) 339.903.01 X 045 :_ 15.295.64
17. Amount of Line 14 at Sibling rate C17) . 00 X 12 _y . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (].8) .0 0 X 15~ ~0 00
19. Principal Tax Due ( 19) __ 15 , 295.64
TOX CR EDITS:
PAYMENT
DATE ~ RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-14-201.0 J CD012363 764.78 16,000.00
TOTAL TAX PAYMENT _ 16,~~64.78
BALANCE OF TAX DUE _ 1:~i69.14CR
INTEREST AND PEN. .00
TOTAL DUE 1,469.14CR
~ 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 FORM FOR INSTRJCTIONS.
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