HomeMy WebLinkAbout07-23-12rrr.rt(7(~,•~l~Q~+[ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAxes ` .l4iTy~~L. LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION RE~aIRIn AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
ii1i2 JUL 23 PM I/ 33
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ORPHAN'S CQt~RT
CUMBERLAND CO., PA
SAMUEL GOODLEY ESQ
PO BOX 474
INTERCOURSE PA 17534-0474
Pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-16-2012
ESTATE OF BIJRKHOLDER GEORGE M
DATE OF DEATH 12-31-2011
FILE NUMBER 2l 12-0117
COUNTY CIJ MBERLAND
ACN 1 i01
APPEAL DATE: 09-14-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
L COURTHOU SIE SC!UARE
CARLISLE PEA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECCIRDS E~
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI" OF TAX
ESTATE OF: BURKHOLDER GEORGE MFILE N0.:21 12-0117 ACN: 101 DATE: 07-16-2D12
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)' (L] •OD NOTE: To.ensure proper
.00 cretlit to your a<counT,
2. Stocks and Bonds (Schedule B) (2)
.00 submit the upper portion
3. Closely Held Stack/Partnership Interest (SChetlula C) (3) of this form with your
4. Mortgages/Notes Receivable (SChetlu le D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 717,265.73
6. Jointly Owned Property (SChetlule F) (6) .DO
7. Transfers (S<hedul¢ G) (7) .DO
e. Total Assets (e) 70,265.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11.907.50
16. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.890.10
11. Total Deductions (11) 15,797.60
12. Net Value of Tax Return (12) 54x468.13
13. Charitable/Governmental Bequesks; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 54,468.13
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 Lina 14 at Spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 54.468.13 X 045 2,451.07
17. Amount of Line 14 at Sibling rate (17) .Dn X 12 = .00
18. Amount of Line 14 Yaxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,451.07
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-26-2012 CD015748 122.55 e!, 328.52
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX; PAYMENT 2,451.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE'. DF THIS FDRM FOR INSTRUCTIONS.