HomeMy WebLinkAbout12-29-14 + NOTICE OF INHERITANCE TAX 1 pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE I
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA 17128-0601
RECORDED OFFICE OF DATE 12-29-2014
REGISTER OF FILLS ESTATE OF BURK RENA G
DATE OF DEATH 06-01-2013
OLC 29 p-�}112 26 FILE NUMBER 21 13-0799
COUNTY CUMBERLAND
DIEHL ESQ CP CRAIG _ A
�s ,1,� i[ ACN 101
3464 TRINDLE APPEAL DATE: 02-27-2015
ORP s';`" CC '01
CAMP H I L L �A 1 011 (See reverse side under Objections)
CUMI3ERI_ ,2; ; r,ell,
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 E--
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REV 1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURK RENA GFILE NO. :21 13-0799 ACN: 101 DATE: 12-29-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 159,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 8,8 22.44 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 52,939.65
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) 221 ,662. 09
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 42,466.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 46,696.73
11. Total Deductions (11) 89,162.75
12. Net Value of Tax Return (12) 132,499.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 132,499.34
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) nn x 045 = .00
17. Amount of Line 14 at sibling rate (17) 732.499.34 X 12 = 15,899.92
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due (19)= 15,899.92
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
08-19-2014 CDO19581 .00 5,000.00
INTEREST IS CHARGED THROUGH 01-13-2015 TOTAL TAX PAYMENT 51000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 10,899.92
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 354.34
TOTAL DUE 11,254.26
* 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.
REV-1470 EX(01-10)
r
rnenns lvania
F' y INHERITANCE TAX
DEPARTMENT OF REVENUE j EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRISBURG, 0
DECEDENT'S NAME FILE NUMBER
Rena Burk 2113-0799
REVIEWED BY ACN
Alan —Agent 99 101
ITEM '
SCHEDULE NO, EXPLANATION OF CHANGES
t
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H B: 9,
10,
12, Repairs to the real estate are not allowable deductions when the property has not sold.
14,
17, 25
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