HomeMy WebLinkAbout09-14-11NOTICE OF INHERITANCE TAX
APPR,A, ENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ ~ L<s
INHERITANCE TAX DIVISION f~~l~(~~+~ URa UCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ur ~~ -'~~
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CAMP HILL PA 17011
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DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-10)
DATE 09-05-2011
ESTATE OF BARTRON STEVEN A
DATE OF DEATH 10-01-2010
FILE NUMBER 21 10-1071
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-04-2011
(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 YOUR RECORDS E- --------------
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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: BARTRON STEVEN AFILE N0.:21 10-1071 ACN: 101 DATE: 09-05-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED C ) 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:
NOTE: To ensure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 173.881.73
9. Funeral Expenses/Adm.• Costs/Misc. Expenses (Schedule H) C9) 6.546.04
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 156,979.10
11. Total Deductions C11) 163,525.14
12. Net Value of Tax Return C12) 10,356.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 10 , 356.59
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) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 0.356 _ ~9 x 045 = 466.05
17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 1 5 - .0 0
19. Principal Tax Due C19)= 466.05
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
nA_t4_~ntt rnnt~~ca nn .« nr
C1) 160,400.00
C2) .00
C3) .00
C4) .00
C5) 13,481.73
C6) .00
C7) .00
TOTAL TAX PAYMENT 466.05
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" CCR), YOU MAY BUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTION