HomeMy WebLinkAbout12-19-11[~0,~,~CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Taxes' `_`~' APPRAIS~M~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE rAx nIV1S1oN ~F DSDA'CTIONS AND ASSESSMENT OF TAX
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PO BOX 280601
HARRISBURG PA 17:L28-0601
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DAVID W REAGE~ '
2331 MARKET ST
CAMP HILL PA 17011
Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 12-19-2011
ESTATE OF BITNER LAWRENCE W
DATE OF DEATH 03-26-2010
FILE NUMBER 21 10-0362
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-17-2012
(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 _ ---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT,~ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BITNER LAWRENCE WFILE N0.:21 10-0362 ACN: 101 DATE: 12-19-2011
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 5,079,501.65 credit to your account,
12, 285.86 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash.iBank Deposits/Misc. Personal Property (Schedule E) (5) 616, 114.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,293,425.89
8. Total Assets (8) 7,001,328.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 29.9 58.72
10. Debts/Mortgage liabilities/Liens (Schedule I) C10) 1,500,119.27
11. Total Deductions (11) 1,530,077.99
12. Net Value of Tax Return (12) 5,471,250.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax C14) 5,471,250.10
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) 5,471,250.10 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _~_ X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .~ 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= .00
TAX CREDITS:
P DATENT ~ NUMBER I INTEREST/PENT PAID C-) I AMOUNT PAID
TOTAL TA:X PAYMENT .00
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 ~IE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.'