HomeMy WebLinkAbout11-16-12 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
SUSAN H CONFAIR
2331 MARKET ST
CAMP HILL
{~~;~i,!::_biO7~1C~Ld-• INHERITANCE TAX
~PRWIS~PIENTi;I ~LOWANCE OR DISALLOWANCE
~~"OF'DEDUCTIONS AND ASSESSMENT OF TAX
Pennsylvania ~
DEPARTMENT OF REVENUE
REY-1547 EX AFP (12 -11)
;t,~~m~ i6 ~~ 2= 5~
DATE 10-01-2012
ESTATE DF BURLESON ROBERT L
~ )i`J- DATE OF DEATH 04-D2-2D11
UFt'~I i `'.'';, ; FILE NUMBER 21 11-0444
~i~.S~~t"f'~ti ~~~~~~ ~'~' ~~ COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-30-2012
PA 17011-4642 (See reverse sideurlderObjectians)
Amount Remitted `~ S -~ --~
MAKE CHECK PAYABLE AND R MIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FDR YOUR RECORDS f--
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURLESON ROBERT LFILE N0.:21 11-0444 ACN: 101 DATE: 10-01-2012
TAX RETURN WAS: OO ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 77,500.00
NOTE: To ensure proper
2. Stocks antl Bonds (Schedule B) (2) 11,378.64 credit to your aecount,
3. Closely Held Stock/Pa rtnership Interest CSChedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mise. Personal Prgperty CSChedule E) C5) 11,214.74
6. Jointly Owned Property (Schedule F) (61 .00
7. Transfers (Schedule G) <7) 169,965.16
B. Total Assets (B) 270.058.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 2.430.50
10. ^ebts/Mortgage Liabilities/Liens (Schedule I) C10) 8,518.79
ll. Total Deductions (I1J 11,449.29
12. Net Value of Tax Return (12) 258,609.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .OD
14. Net Value of Estate Subject to Tax (14) 258,609.25
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiyuras that include the total of ALL returns assessed to date.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - ~ .00
I6. Amount of Line 14 taxable at Lineal/Class A rate (16J 9~,R,609-9F X 045 = 11,637.42
17. Amount of Line 14 at Sibling rate _ (17> -DO X 12 - .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .OD X 15 - .00
19. Principal Tax Due C19)= 11,637.42
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT t+)
INTEREST/PEN PAID (-)
AMOUNT PAI^
07-01-2011 CD014652 563.16 1D,700.00
07-02-2012 CD016205 .02- 374.28
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-03-2012 TOTAL TAX PAYMENT 11,637.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.57
TOTAL DUE 5.57
~ 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 OF THIS FORM FOR INSTRUCTIONS. \~