HomeMy WebLinkAbout09-24-14 NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE �CEr��►ii�rllf DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX -- .REV-1547 Ex AFP (08-13)
PO BOX 280681
HARRISBURG PA 17128-0601
DATE 09-22-2014
ESTATE OF BIETSCH TOM H
DATE OF DEATH 08-26-2013
FILE NUMBER 21 13-0951
COUNTY CUMBERLAND
SNELBAKER RICHARD C
ACN 101
44 W MAIN ST APPEAL DATE: 11-21-2014
MECHANICSBURG PA 17055-6249 (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 ---I- RETAIN LOWER PORTION FOR YOUR RECORDS 4---
REV-1547 EX AFP -
(08 13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BIETSCH TOM HFILE NO. :21 13-0951 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 (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 2,297,545. 19 credit to your account,
.
3. Closely Held Stock/Partnership Interest (Schedule L) (3) 00 submit the upper Fortier 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) 304,685.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 74,782.60
8. Total Assets (8) 2.677.012.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 6 .017.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.218.26
11. Total Deductions (11) 10,235.76
12. Net Value of Tax Return (12) 2,666,777.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C147 2,666,777.06
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: ,v
15. Amount of Line 14 at spousal rate (15) . 00 X 00 00
16. Amount of Line 14 taxable at lineal rate (16) 2.9RA.777- 06 IC065 = I16 -. 0 97
17. Amount of Line 14 at sibling rate (17) - nn 7;S O 00
18. Amount of Line 14 taxable at collateral rate (18) 80,000. 00 g*11� <5 —012,'8A 6 00
19. Principal Tax Due 0.1.9 l ,i7(b
2L" .4_y 97
TAX CREDITS: �• (� 7 �
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
f) CD
10-23-2013 CDO18296 6,315.79 120,000.0.0 " �"'' r— rn
05-15-2014 CDO19159 .00 2,404.97 _;-' t-� (-
i Cn CJI O
TOTAL TAX PAYMENT 128,720.76
BALANCE OF TAX DUE 315.79CR
INTEREST AND PEN. .00
TOTAL DUE 315.79CR
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. ``(�
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