HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX � pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE ��..��11 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 17128-0601
DATE 09-22-2014
ESTATE OF BAUER MARJORIE E
DATE OF DEATH 04-24-2013
FILE NUMBER 21 13-0513
COUNTY CUMBERLAND
SHEKLETSKI ESQ GERALD J ACN 101
414 BRIDGE ST APPEAL DATE: 11-21-2014
PO BOX E (See reverse side under Objections)
NEW CUMBERLAND PA 17070-0180 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 �
--'--1-5-4-7-----__----- ---------------------------------'---""-----------------------
REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BAUER MARJORIE EFILE NO. :21 13-0513 ACN: 101 DATE: 09-22-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) 195,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) . 00 credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule L) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 407,824. 12
6. Jointly Owned Property (Schedule F) (6) 2,300.91
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 605.125.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 60.487.27
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 48. 16
11. Total Deductions (11) 60,535.43
12. Net Value of Tax Return (12) 544,589.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 544,589.60
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. I
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 6 00 = o . 00
16. Amount of Line 14 taxable at lineal rate C167 666..FR9.6n qav B5 = L24` O31.53
17. Amount of Line 14 at sibling rate C17) .00 C9 V2 = p.00
18. Amount of Line 14 taxable at collateral rate C18) . 00 IR) C5 00
19. Principal Tax Due (�^ ?): N2� 4'.i50'0:
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID C>
DATE NUMBER INTEREST/PEN PAID :3
07-19-2013 CDO17920 1 ,225.33 25,000 '--
r
- 00 m
to
t7
TOTAL TAX PAYMENT - 26,225.33
BALANCE OF TAX DUE 1 ,718.80CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,718.80CR
x IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE ,l_
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. WJ