HomeMy WebLinkAbout01-21-14 NOTICE OF INHERITANCE TAX - r ., pennsylvama
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (08-13)
PD BOX 2806$1
ttARRIS8UR6 FA 1712$-$661
RECORDED OFrig AAF 01-20-2014
REGISTER OF WIki 1TE OF BURKHOLDER DENNIS A
DATE OF DEATH 01-10-2013
[��p
AN 21 f I I OL @,,7-(UMBER 21 13-0086
COUNTY CUMBERLAND
MOSEBEY ESQ SETH T CLER ( {= ACN 101
10 E HIGH ST nRpRANS, COURT APPEAL DATE: 03-21-2014
CARLISLE PA 17013-3015 (See reverse side under Objections)
CUMBERLAND C( zt�At Remittedl
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-_4--
REV-1547 EX AFP C08-131 NOTICE OF IN TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURKHOLDER DENNIS AFILE NO. :21 13-0086 ACN: 101 DATE: 01-20-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A) (1) 52,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to Your account,
3. Closely Held Stock/Partnership Interest (Schedule C} (3) DD submit the upper Portion 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) 46,737.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 165,087.16
8. Total Assets (B) 263.824.48
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 37,694.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 40.557.65
11. Total Deductions (11) 78,251.65
12, Net Value of Tax Return (12) 185,572.83
13. Charitable/Governmental Bequests{ Non-elected 9113 Trusts (Schedule J) Cis) .00
14. Net Value of Estate SubJect to Tax (14) 185,572.83
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 28 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 (15J .00 X 00 = .OD
16. Amount of Line 14 taxable at lineal rate CIS) 194,q72 R3 X 045 - 81305.78
17. Amount of Line 14 at sibling rate (17) -nn X 12 .00
10. Amount of Line 14 taxable at collateral rate (le) 1 ,000.00 X 15 = 150.00
19, Principal Tax Due C19)= 8,455.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-31-2013 CDO17694 .00 3,238.18
10-09-2013 CDO18224 .00 5,217.60
TOTAL TAX PAYMENT 8,455.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 `A\
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE �1
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.