HomeMy WebLinkAbout07-21-14 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 07-21-2014
ESTATE OF BIXLER SR WILLIAM H
DATE OF DEATH 11-22-2013
FILE NUMBER 21 13-1264
H ,J COUNTY CUMBERLAND
ARTMAN SUSAN
1 IRVINE ROW ACN APPEAL DATE: 09-19-2014
CARLISLE PA 17013-3019 (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 --+ LOWER PORTION FOR YOUR RECORDS F
REV-1547 EX AFP C08-131 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIXLER SR WILLIAM HFILE NO. :21 13-1264 ACN: 101 DATE: 07-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 166,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 41,346.96 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule C) C37 00 submit the upper portion of this farm with your
4. Mortgages/Notes Receivable (Schedule D) (4) • 00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 79,709.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) 265,306.38
8. Total Assets (8) 552,362.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,701.48
10. Debts/Mortgage Liabilities/Liens CSchedule I] C10) 17.349.42
11. Total Deductions (11) 40,050.90
12. Net Value of Tax Return (12) 512,311 .47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) -00
14. Net Value of Estate Subject to Tax C14) 512,311 .47
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 7( 00 �0
F,12.A11 .47 T-
16. Amount of Line 14 taxable at lineal rate C16) X 04�'0 _ 23a54
Z
17. Amount of Line 14 at sibling rate (17) -00 X 12
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15f'1
19. Principal Tax Due (1 (•-), 23,.U4. 0:2`
TAX CREDITS: C>ZS-_X
�_
PAYMENT RECEIPT DISCOUNT (+) y;
AMOUNT PAID --+
DATE NUMBER INTEREST/PEN PAID (-) r 'J
01-15-2014 00018655 1 ,142. 11 21,700.00 pc
03-12-2014 CDO18876 .00 211 .95
TOTAL TAX PAYMENT 23,054.06
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. . 00
TOTAL DUE .04CR
+ 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.