HomeMy WebLinkAbout08-31-11NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T~~~' ~~, '' A~F1~~~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , ~ EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 G~^,`i,T, - ,,'.~.J
HARRISBURG PA 17128-0601
~`,'~E~U~~1 ~~,~`I~' w~V
CLERK C
ORPHAN'S CCR~RT
MICHAEL L I~R(~'~"`j~~ ~`;(~, PA,
429 SOUTH 18TH ST
CAMP HILL PA 17011
~1) 123,592.51 NOTE: To ensure proper
~2) 713,725.$1 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
I5) 50,443.04
c6) .00
cn _ .00
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F'-~ _ _______________
REV-1547 EX AFP (12-10) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHENCK BURDENE FILE N0.:21 10-1044 ACN: 101 DATE: 08-22-2011
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED 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)
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-10)
c8) 887.761.36
fig) 3 .861 .40
clo)_ 95.240.66
11. Total Deductions I11) 128, 102.06
12. Net Value of Tax Return (12) 759, 659.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) _ 171,4 09.30
14. Net Value of Estate Subject to Tax C14) 588,250.00
NOTE: If an assesswent was issued previously, lines 14, 15 and/or 16, 17, 18 and I9 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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .n 0 X 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .OD X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 588,250.00 X 15 - 88,237.50
19. Principal Tax Due C19)= 88,237.50
TAX CREDITS:
~...~,~~~ rce~eiri DiSGOUNT (+)~AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-20-2011 CD014498 .00 88,237.50
DATE 08-22-2011
ESTATE OF SCHENCK BURDENE
DATE OF DEATH 08-24-2010
FILE NUMBER 21 10-1044
COUNTY CUMBERLAWD
ACN 101
APPEAL DATE: 10-21-2011
(See reverse side under Objections)
Aeount Re~eitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
CARLISLE PA 17013
TOTAL TAX PAYMENT gg,237.50
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 DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.