HomeMy WebLinkAbout10-06-14 NOTICE OF INHERITANCE TAX VID In pennsvLvania
APPRAISEMENTP 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 17128-0601
DATE 09-29-2014
ESTATE OF BUCKBEE JR ROBERT B
DATE OF DEATH 01-18-2014
FILE NUMBER 21 14-0202
COUNTY CUMBERLAND
WALTERS III MURREL ACH 101
54 E MAIN ST APPEAL DATE: 11-28-2014
MECHANICSBURG PA 17055-3851 (See reverse side under Objections)
Amount Remittedi
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 4—
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BUCKBEE JR ROBERT BFILE NO. :21 14-0202 ACN: 101 DATE; 09-29-2014
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) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,535.03
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 24,580.27
8. Total Assets (8) 63,115.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 11 ,703.64
10, Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 15,610.42
11. Total Deductions (11) 27,314.06
12. Net Value of Tax Return (12) 35,801.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,801.24
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 = r 7 .00
n4 644 ;06
16. Amount of Line 14 taxable at lineal rate (16) 11;.an 1 -24 x �i45 =
17. Amount of Line 14 at sibling rate (17) —ILL x n 2�- m :4 o
18. Amount of Line 14 taxable at collateral rate C18)- —.00 X 30
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID C:) (Z)
DATE NUMBER INTEREST/PEN PAID CD -rl
ZE
C:) C/}
co Ti
PAYMENT MUST BE MADE BY 10-18-2014*. TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE 1,611 .06
INTEREST AND PEN. .00
TOTAL DUE 1,611 .06
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.