HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17120-0601
DATE 06-09-2014
ESTATE OF BURCH JR ERNEST S
DATE OF DEATH 09-16-2010
FILE NUMBER 21 10-1037
COUNTY CUMBERLAND
TARBERT CHARLES G ACN 101
FL 10 APPEAL DATE: 08-08-2014
620 LIBERTY AVE (See reverse side under Objections)
PITTSBURGH PA 15222-2722 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE 1 RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-- ---1547-----EX---AFP----(OS-----13)----NOTICE-------OF---INHERITANCE------------TAX----APPRAISEMENT------------,--ALLOW----A ANCE NCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURCH JR ERNEST SFILE NO. :21 10-1037 ACN: 101 DATE: 06-09-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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) 21 ,375. 00 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C7 (3) . 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) 94,374.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6,538,104.54
8. Total Assets (8) 6,653.854.46
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 340 .667.53
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 28.441 .38
11. Total Deductions (11) 369,108.91
12. Net Value of Tax Return (12) 6,284,745.55
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 15,665.00
14. Net Value of Estate Subject to Tax (14) 6,269,080 .55
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) 1 ,730,487.57 X C%O
16. Amount of Line 14 taxable at lineal rate (16) 4 .47R.R99_9R X C�4[a= 201 ,536 8
17. Amount of Line 14 at sibling rate (17) -On X [1,2"x= r= 4> X00
II
18. Amount of Line 14 taxable at collateral rate (18) 60,000.00 X1)5. ,0. 'OC 0
19. Principal Tax Due '1: =tT+ 5,36 "18
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID n n -n
DATE NUMBER INTEREST/PEN PAID C-)
12-17-2010 CDO13806 .00 190,000.OA r% — n
06-15-2011 CDO14595 .00 27,500.OD N r rn
C (n C:
Co
TOTAL TAX PAYMENT 217,500.00
BALANCE OF TAX DUE 6,963.32CR
INTEREST AND PEN. .00
TOTAL DUE 6,963.32CR
* 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. N