HomeMy WebLinkAbout10-20-14 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)
PC BX
HARRIOSBURG280601 PA 17128-0601 RECORDED OFFICE OF'
REGISTER OF V!ILLS DATE 10-21-2014
11 ESTATE OF BITNER WILLIAM D
2019 OCT 20 Fn 12 DATE OF DEATH 04-14-2013
FILE NUMBER 21 13-0608
CLER:1 ' F COUNTY CUMBERLAND
IRWIN ESQ ROGE RO R P dRA N S' G 0 J R T ACN 101
# RD �NMBERLA':` C Nk APPEAL DATE: 12-20-2014
354 ALEXANDER SPR IN , (See reverse side under Objections)
CARLISLE PA 17015-7451 Amount Remittedi
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE -0, RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BITNER WILLIAM DFILE NO. :21 13-0608 ACN: 101 DATE: 10-21-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 93,000. 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (5) .00 submit the upper portion
- of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 10,468. 11
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 103,468.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,297.46
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 5,443.42
11. Total Deductions (11) 17,7 40.88
12. Net Value of Tax Return (12) 85,727.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) . 00
14. Net Value of Estate Subject to Tax (14) 85,727.23
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 = .00
16. Amount of Line 14 taxable at lineal rate (16) -t1n x 045 = .00
17. Amount of Line 14 at sibling rate (17) -nn, X 12 = .00
18. Amount of Line 14 taxable at collateral rate (la) 85,727.23 x 15 = 12,859.08
19. Principal Tax Due (19)= 12,859.08
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
06-16-2014 CDO19306 142.35- 13,001.43
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-17-2014 TOTAL TAX PAYMENT 12,859*08
BALANCE OF TAX DUE .00
INTEREST AND PEN. 18.98
TOTAL DUE 18.98
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.