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NO~~G~~ QI ~R '[j,/,~~~NCE TAX Pennsylvania ``~=' ~~~ ~'
APPRAISEME /i~ ~0 ~1NE~ Wpc DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~` J^~.~',~
INHERITANCE TAX DIVISION OF DEDUC~ION'~' ~A D ;~~~SSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601 _~'~~
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~~ ~' ~~~ ~cAt~ 06-25-2012
,.,,r; ESTATE OF BURTNER PAUL
`''"- ` ~('^ DATE OF DEATH 10 - 17 -2011
WM~~~a~{4J= ~77~""rFILE NUMBER 21 11-1173
~•-~t"i
CHRISTOPHER E FISHER ~~yU ~~•. ~OUNTY CUMBERLAND
ACN 101
STE 200 APPEAL DATE: 08-24-2012
2 L E M O Y N E D R (See reverse side under Objections )
LEMOYNE PA 17043 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 ~ --------------
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REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURTNER PAUL FILE N0.:21 11-1173 ACN: 101 DATE: 06-25-2012
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED $EE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
.00 credit to your account,
2. Stocks and Bonds (Schedule B) (2)
.00 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/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6 3,691.84
6. Jointly Owned Property (Schedule F) (6) 107,350.00
7. Transfers (Schedule G) (7) .00
8. Total Assets c8) 171 , 041 .84
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 8.710.62
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 541.00
11. Total Deductions C11) 9,251.62
12. Net Value of Tax Return C12) 161 , 790.22
13. Charitabl e/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 161,790.22
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t 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 0 0 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 37.660 - r, p+ X 045 = b, 194.72
17. Amount of Line 14 at Sibling rate C17) _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) 24,129.67 X 15 - 3,619.45
19. Principal Tax Due (19)= 9,814.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
01-09-2012 CD015439 489.47 9,300.00
02-07-2012 CD015562 .00 82.52
TOTAL TAX PAYMENT 9,871.99
BALANCE OF TAX DUE 57.82CR
INTEREST AND PEN. .00
TOTAL DUE 57.82CR
~ 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 DF THIS FORM FOR INSTRUCTIONS.
REV-1470 ~ (01-10)
~ ~ pennsylvania
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
_ HARRISBURG. PA 17128-0601
DECEDENTS NAME
Paul E. Burtner
REVIEWED BY
Steven James
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE N
21 11-1173
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 Real estate located outside Pennsylvania is not taxable for Pennsylvania Inheritance Tax
purposes.
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