HomeMy WebLinkAbout10-07-13 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
PO BOX 280601 REV-1547 D( AFP CO3-13)
HARRISBUR6 PA 17128-0601
DATE 10-07-2013
ESTATE OF BARNDT WILLIAM H
DATE OF DEATH 10-19-2012
FILE NUMBER 21 12-1172
COUNTY CUMBERLAND
RADCLIFF DAVID H ACN 101
STE 201 APPEAL DATE: 12-06-2013
1011 M U M MA R D (See reverse side under Objeciions)
LEMOYNE PA 17043-1143 A�ount Re�itted�
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON6 THIS LINE �► RETAIN LOWER PORTION FOR YOUR RECORDS �
REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT flF TAX
ESTATE OF: BARNDT WILLIAM HFILE N0. :21 12-1172 ACN: 101 DATE: 10-07-2013
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) C1� 183,635.00 NOTE: To ensure propar
2. Stocks and Bonds CSchedule B) C2� .0 0 credit to you� account,
3. Closoly Held Stock/Partnership Interest CSchedule C) (3� .0 0 submit the upper portion
of this form with your
4. Mortqapes/Not�s Raceivable (Schedule D) C4� .0 0 tax payn�ant.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 1 5,7 7 9.6 2
6. Jointly Owned Property CSchedule F) C6� .0 0
7. Transfers CSchedule G) ��� 710,876.85
8. Totsi AssQts c$) � 910.291.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fun�ral ExpQnses/Ada►. Costs/Misc. ExpQnses CSchedule H) �g� 18,236.80
10. Debts/MortyagQ Liabilities/Liens CSchedule I) �ip� 14.572.03 'c~~�..._, �
� �
11. Total Deductions � �l� �` �$�8.83
12. Net Vslue of Tax Return � �2� � g 2�64
13. Charitabla/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) � �3�
14. Net Valuo of Estate Subject to Tax �,... �4 � 2.64
NOTE: If an assess�ent was issued prevfously, Lines 14, 15, I6, l�,��nd,/�or �.�9 �,il.
reflect fiDures that include the total of all returns asses�e�t� dat�.
ASSESSMENT OF TAX s � C '� � � �
15. A�►ount of Line 14 at apousal rate C15) .04 X�lOQ = r�� �``� .00
16. A�ount of Line 14 taxable at lineal rate C16� R77.�R�_��""'�45' 3��6.72
17. Amount of Line 14 at siblin� rate C17)- -� �C 12 = � .00
18. A�ount of Lin� 14 taxabl• at collateral rate C18) .0 0 X 15 " .0 0
19. Principal Tax Due C19�� 39,48b.72
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
0 • 9-2013 CDO1 033 1,947.37 3 ,000.0
07-18-2013 CD017921 .00 539..41
TOTAL TAX PAYMENT 39,486.78
BALANCE OF TAX DUE .06CR
INTEREST AND PEN. .00
TOTAL DUE .06CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �