HomeMy WebLinkAbout10-28-13 NOTICE OF INHERITANCE TAX 7 pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 286601 {:-p� (� REV-1547 Et AFP (08-13)
HARRISBURG PA 17128-0601 RECORDED%V UI FICE O F
RE>ISTE.9 OF ti','ILLS DATE 10-28-2013
r� ESTATE OF BAER MABEL C
DATE OF DEATH 05-14-2013
FILE NUMBER 21 13-0680
BAER JR HAROLD Cl Cl ARK C 7 COUNTY CUMBERLAND
12926 LURGAN RD �ini'IS' Wi3T ACN APPEAL DATE: 12-27-2013
LURGAN FCAJYTi3�r9'.7AC0., PA (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE _--- ---0, RETAIN LOWER PORTION FOR YOUR RECORDS t---
_____APPRAISEMENT__'_-__-,__ALLOWANCE-_----__-__OR---------------
REY-1547 EX AFP C08-13J NOTICE OF INHERITANCE TAX
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAER MABEL CFILE NO. :21 13-0680 ACN: 101 DATE: 10-28-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED C } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) . 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 78,503.08 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) . 00 tax Payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) (5) 13,519.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
S. Total Assets
(8) 9 2.022_17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9, Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 11 ,937.40
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 514.00
11. Total Deductions {217 12,451.40
12. Net Value of Tax Return (12) 79,570.77
lb. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13} . 00
14. Net Value of Estate Subject to Tax {24} 79,570.77
NOTE: If an assessment was issued Previously, Lines 14, 15, 16, 17, 18 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 - .00
16. Amount of Line 14 taxable at lineal rate (16) 79.F7n 77 X 045 = 3,580.68
17. Amount of Line 14 at sibling rate (17) . nn X 12 - .00
18. Amount of Lino 14 taxable at collateral rate (18} .00 X 15 - .00
19. Principal Tax Due (19)= 3,580.68
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTERESTZPEN PAID C-)
08-12-2013 CDO18010 17 T.03 3,580.68
TOTAL TAX PAYMENT 3,759.71
BALANCE OF TAX DUE 179.03CR
INTEREST AND PEN. ,00
TOTAL DUE 179.03CR
* 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. ^/}LL