HomeMy WebLinkAbout03-18-13NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128 -0601
RECORDED OFFICE OF
REGISTER OF 1ILLS
'Ui3 MRR 18 9n 8 32
GERALD J SHEKLETSKI ESQ CLERK OF
414 BRIDGE ST
PO Box E ORPHANS' COURT
NEW CUMBERLAND POURBERVAR0 CO„ PA
s pennsylvana
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09 -12)
DATE 03 -11 -2013
ESTATE OF BAUER MORTON H
DATE OF DEATH 10 -30 -2012
FILE NUMBER 21 12 -1295
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05 -10 -2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE r-► RETAIN LOWER PORTION-FOR-YOUR-RECORDS E--
_____________________________ ___________________OW____________________
REY -1547 EX AFP C12 -111 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUER MORTON HFILE NO.:21 12 -1295 ACN: 101 DATE: 03 -11 -2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED t ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds CSchedule B)
3. Closely Held Stock /Partnership Interest (Schedule C)
4. Mortgages /Notes Receivable (Schedule D)
5. Cash /Bank Deposits /Misc. Personal Property CSchadule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses /Adm. Costs /Misc. Expenses (Schedule H)
10, Debts /Mortgage Liabilities /Liens (Schedule I)
(5) 100
(6) .00
(7) 42,689.22
NOTE: To ensure proper
credit to Your account
submit the upper ports
of this form with your
tax payment.
(8) 42, 689.22
(9) 3,530.51
(10) .00
11.
Total Deductions
(z)
.00
(3)
.00
(4)
DO
(5) 100
(6) .00
(7) 42,689.22
NOTE: To ensure proper
credit to Your account
submit the upper ports
of this form with your
tax payment.
(8) 42, 689.22
(9) 3,530.51
(10) .00
11.
Total Deductions
DISCOUNT ( +)
INTEREST /PEN PAID C -)
(11)
3,530.51
12.
Net Value of Tax Return
1,67 .03
(12)
39, 158.71
13,
Charitable /Governmental Bequests; Non - elected 9113
Trusts (Schedule
J) (IS)
•DO
14.
Net Value of Estate Subject to Tax
(14)
39,158.71
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) 39.I
RA -71 X 045
1,762.14
17.
Amount of Line 14 at sibling rate
(17)
.DO X 12
.00
18.
Amount of Line 14 taxable at collateral rate
(18)
.DO X 15 -
.00
19.
Principal Tax Due
(19)=
1,762.14
TAX CREDITS:
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT ( +)
INTEREST /PEN PAID C -)
AMOUNT PAID
01 -04 -2013
CDO170 9
88.11
1,67 .03
TOTAL TAX PAYMENT 1,762.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. .DO
TOTAL DUE .00
x 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.