HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX r . pennsylvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOF REVENUE
BUREAU of INDIVIDUAL TAXES OF p DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION ItEGVil I)t'.._ �.� IRIGL 4F REV-1547 EX AFP (08-13)
PO Box HARRISBURG PA 17128-0601 L tl
REGIS;'_: JF".:'ILLS
DATE 10-28-2013
)�; '� 0T �� t3'l � `=0 ESTATE OF BALDAUF CLARA K
t.u1J ��J1 { f i a
DATE OF DEATH 05-30-2013
GLEn« G^ FILE NUMBER 21 13-0643
rR COUNTY CUMBERLAND
GETZ ESQ DAVID (} ,., �R',AN Z) r'~_:1' ACN 101
PO BOX 845 CU,, BE 4L 'G ,',A APPEAL DATE: 12-27-2013
HARRISBURG PA 17108-0845 (See reverse side under Objections)
Amount Remitted
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MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
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 C08-13J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BALDAUF CLARA KFILE NO. :21 13-0643 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: (X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 13,637.94 credit to your account,
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.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
6. Jointly Owned Property (Schedule F) (6) 56,509.85
7. Transfers (Schedule G) (7) -00
8. Total Assets (8) 69,947,79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) C9) 6,, 55.0.08-.
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 1 ,.594.71
11. Total Deductions (11) 7,749.79
12. Net Value of Tax Return (12) 62,198.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 62,198.00
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, I8 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 08 = .00
16. Amount of Line 14 taxable at lineal rate (16) 49.19R_ nn x 045 = 2,798.91
17. Amount of Line 14 at sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due {14)= 2,798,91
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-7
08-12-2013 CDO18015 139.95 2,658.97
TOTAL TAX PAYMENT 2,798,92
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
+ 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 FOR INSTRUCTIONS. \.j��/