HomeMy WebLinkAbout11-05-12BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHRISTOPHER E d.~l~iB~ l~_1~10 CU., PA
MARTSON LAW OFFICE
10 E HIGH ST
CARLISLE PA 17013-3093
NOTICE OF INHERITANCE TAX
r ~ $ ALLOWANCE OR DISALLDWANCE
TAXES ~i`~1.,'vrV-~~~~ C IONS AND ASSESSMENT OF TAX
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 10-29-2012
ESTATE OF BAUMBACH SR DONALD W
DATE OF DEATH 11-03-2011
FILE NUMBER 21 11-1213
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(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 --) RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUMBACH SR DONALD WFILE N0.:21 11-1213 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: C X] ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 145, 000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2)
.00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 28,671.61
.0 0
6. Jointly Owned Property (Schedule F) C6)
.00
7. Transfers (Schedule G) C7)
8. Total Assets c8) 173.671.61
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 31.651.65
L0. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 18.74 9.73
11. Total Deductions C11) 50,401.38
12. Net Value of Tax Return C12) 123,270.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) X13) .00
14. Net Value of Estate Subject to Tax X14? 123,270.23
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 1S and/or 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 (15) .00 X 00 = .0 0
16. Amount of Line 14 taxable at lineal rate C16) ) ~ ; - 77n - ~; X 045 = 5, 547.1 b
17. Amount of Line 14 at sibling rate C17) -~~ X 12 = .0 0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .0 0
19. Principal Tax Due C19)= 5,547.16
TAX CREDITS:
AMOUNT PAID
P DATE T I NUMBER I INTEREST/PEN PAID (-)
n~_~~_~nl~ rnnl~zn~ nn ~_~~~ ~c
TOTAL TAX PAYMENT 5,547.16
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 DUE
FOR CALCULATION OF ADDITIDNAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.