HomeMy WebLinkAbout06-20-11~ ~,
,r,~Fnn~~; ~ ,~ .~,~;. 0 CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES " ~"""" ~~ T,
INHERITANCE TAX DIVISION r'' ALLOWANCE OR DISALLOWANCE
Po Box zso6ol ~"ii.'.~x~s i L:; ~~~ ~~1~9'CTI ONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 rr...4.~.1
CLERK QF
S )~~~~NI~S ~C~(JRT
(OTT W MORRIS~1~1 ~''~Q~~~~~~ ~.~C.~., PA,
6 W MAIN ST
PO BOX 232
NEW BLOOMFIELD PA 17068
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10) r
DATE 06-13-2011
ESTATE OF BAER
DATE OF DEATH 11-23-2010 MARY E
FILE NUMBER 21 10-1228
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-12-2011
(See reverse side under Objections
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 YO
REV-1547 EX AFP C12-10~ NOTICE ----------"---------- ----~R_RECORDS ~
OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAER
MARY EFILE N0.:21 10-1228
ACN: 101 DATE: 06-13-2011
TAX RETURN WAS: cX) ACCEPTED AS FILED ( ) runur_c.,
APPRAISED Vei uc .~.~ .~,~_...___
---- --~ ~~ ~ uRn ~sASED ON; ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
c1) .00
c2) .00
c3) .00
c4) .00
c5) 123, 070.41
c6) .00
c~) .00
-__
C9)- 11 .800 ~
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cB) 123 070.41
11. Total Deductions (10) 1 919.50
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSche cll) 13,719,$ 4
c12) 109, 350.57
14. Net Value of Estate Subject to Tax Jule J) (13)
NOTE: If an assessment was
C14)
issued previousl .00
109 350.57
reflect figures that
ASSESSMENT OF TAX y, l
include the total of ines 14
r 16' 17,
ALL
/
18 and 19 will
:
15. Amount of Line 14
t returns as
e
sled t0 da te.
a
Spousal
16. Amount of Line 14 taxable at rate
Lineal/Class A Ci5)~ X 0 0 =
17. Amount of Line 14 at Sibling
1 rate
rate C16)-104 976 ~~
X 045 = • 00
4,723
94
8. Amount of Line 14 taxable at
19. Principal Tax Du Collateral/Class B rate Ci8) 4 ~ 7r 0 ~ X 12 = .
524.8$
e
TAX CREDITS: ~_ x 15 = . 0 0
PAYMENT
RECEIPT c19)=
5, 248. $2
DATE NUMBER DISCOUNT C+)
02-18-2011
CD014043 INTEREST/PEN PgID (_) AMOUNT PAID
06-06-2011
REFUND 262'44
.00 5,000.00
13.62-
TOTAL TAX PAYMENT
BALANCE OF TAX DUE 5'248.82
INTEREST AND PEN, •00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION
IF TOTAL DUE .00
OF ADDITIONAL INTEREST.
TOTAL DUE IS REFLECTED AS ,q ~~ ~~
A REFUND. SEE REVERSE SIDE OF T
E
DUE
)
HIS
FORM FOR INSTRUCTIONS.