HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX � Pennsylvania
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)
Po Box 280601
HARRISBURG PA 17128.0601
DATE 05-19-2014
ESTATE OF BURGETT ANNETTA A
DATE OF DEATH 04-27-2013
FILE NUMBER 21 13-0520
COUNTY CUMBERLAND
MILLER DOUGLAS G ACN 101
60 W POMFRET ST APPEAL DATE: 07-18-2014
CARLISLE PA 170 13-324 3 (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 ---- RETAIN LOWER PORTION FOR YOUR RECORDS t--
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REV-1547 EX AFP COB-137 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE qR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURGETT ANNETTA AFILE NO. :21 13-0520 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C 3 CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: rT* ensure-proper
2. Stocks and Hontlx (Schedule 83 (2)
9,909.68, credi YOV'*count,
submit he UpbI(ry portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) 7� mat this�orm"�eidOh your
4. Mortgages/Notes Receivable (Schedule D) (4) -A -n tax pajcont.(J) 31
5, Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 227,350.2�f! sn rV M m
6. Jointly Owned Property (Schedule F) (6) iF 2 M C:3 :I7 p
7. Transfers (Schedule G) {73 .00 O
U; �L7 O
8. Total Assets J � 7XT,2,EF9
APPROVED DEDUCTIONS AND EXEMPTIONS: o rev F= M
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9) 28,244 OD
U -n
10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) �
11. Total Deductions (11) 28,495.04
12. Net Value of Tax Return C12) 208,764.76
1S. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 41000.00
14. Net Value of Estate Subject to Tax (14) 204,764.76
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) -OD X 045 - . 00
17. Amount of Line 14 at sibling rate (17) 3,00CLOO x 12 = 360.00
18. Amount of Line 14 taxable at collateral rate (18) 201,764.76 X 15 = 30,264.71
19. Principal Tax Due (19)= 30,624.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-3
07-26-2013 CDO17944 1 ,531 .24 34,000.00
TOTAL TAX PAYMENT 35,531.24
BALANCE OF TAX DUE 4,906.53CR
INTEREST AND PEN. .00
TOTAL DUE 4,906.53CR
+ IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR3, YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.