HomeMy WebLinkAbout04-07-14 NOTICE OF INHERITANCE TAX ." pennsylvarna
$UREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX - -- REV-1547 Ex AFP (0843)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 04-07-2014
ESTATE OF BAIR ANN E
DATE OF DEATH 09-30-2010
FILE NUMBER 21 10-1010
COUNTY CUMBERLAND
SHARNETZKA CRAIG S ACN 101
135 N GEORGE ST APPEAL DATE: 06-06-2014
YORK PA 17401-1132 (See reverse side under Objections)
Amount Remitted)
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REGISTER OF WILLS
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CARLISLE PA 17013
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REV-1547 EX AFP (08-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAIR ANN EFILE NO. :21 10-1010 ACN: 101 DATE: 04-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01 0
1. Real Estate (Schedule A) (1)^30,-�000-.dbO- NOTE=. 6SCUM Proper
2. Stocks and Bonds (Schedule B) (2) .TC:1 creel- to M C)account,
subm*the Sgpo`o�- portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) dID-Q thy$ foti�th your rw
4. Mortgages/Notes Receivable (Schedule D) (4) D flax paymenvi M
l
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) In M
6, Jointly Owned Property (Schedule F) (6) O p '
7. Transfers (Schedule G) t73 'Z7 CD _n 4E
8. Total Assets G?B 30, 9 Q?00
APPROVED DEDUCTIONS AND EXEMPTIONS: --1 r- 0
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 5.716,s�0 c
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 5,716.00
12. Net Value of Tax Return C12) 24,284.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 253,557.96
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) 900 X 00 .00
16. Amount of Line 14 taxable at lineal rate (16) 7�ii.5F7.94 X 045 = 11,410.11
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 (19)= 11,410.11
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
01-27-2011 CDO13954 .00 10,317.33
11-21-2013 CDO18435 78.41- 1,171 .72
TOTAL TAX PAYMENT 11,410.64
BALANCE OF TAX DUE .53CR
INTEREST AND PEN. .00
TOTAL DUE .53CR
> IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE `,.a '
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND, SEE REVERSE SIDE FOR INSTRUCTIONS.