HomeMy WebLinkAbout01-20-15 NOTICE OF INHERITANCE TAX `'. pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX
HARRISBURG
6,y0�1 1 &E,D 0 F F I C E Q F
REGIS i ER Cis- '.BILLS
DATE 01-19-2015
1ESTATE OF BURRELL CARL R
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7015 19N [Q FM 12 11 DATE OF DEATH 08-17-2006
FILE NUMBER 21 07-0271
(��( CLEI1 ' OF COUNTY CUMBERLAND
112 WA'L Ul T c�TC�UHAI F ACN APPEAL DATE: 03-20-2015
101
H IR G ! r-1 f A 17101-16 0 9 (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 --! RETAIN LOWER PORTION FOR YOUR RECORDS
REV 1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURRELL CARL RFILE NO. :21 07-0271 ACN: 101 DATE: 01-19-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 02
1. Real Estate (Schedule A) (1) .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) C3) 0a submit the upper portionof this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 62,086.9 7
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 62,086.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 18,480.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 18,480.00
12. Net Value of Tax Return (12) 43,606.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 19,347.32
14. Net Value of Estate Subject to Tax (14) 101,518.80
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) 0 0 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 49.n99-47 X 045 = 2,209.48
17. Amount of Line 14 at sibling rate (17) 52,419. 13 X 12 = 6,290.30
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 8,499.78
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-21-2007 CDO08573 .00 6,500.00
11-09-2007 CDO08951 .00 904.52
12-14-2007 CDO09082 .00 170.44
09-05-2014 CDO19640 475.87- 1,441 .39
TOTAL TAX PAYMENT 8,540.48
BALANCE OF TAX DUE 40.70CR
INTEREST AND PEN. .00
TOTAL DUE 40.70CR
* 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.