HomeMy WebLinkAbout02-17-15 NOTICE OF INHERITANCE TAX
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BUREAU APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
U OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX 1�
INHERITANCE TAX DIVISIONREV-1547 EX AFP (11-14)
PO BOX 280601 ED G F F I C E OF
HARRISBURG PA ,BE RD_
R L_G I )Iisi, 'r M S
DATE 02-09-2015
FEB 17 FM 1 11 ESTATE OF BURGETT F C
DATE OF DEATH 04-17-2013
0r FILE NUMBER 21 13-0519
T COUNTY CUMBERLAND
MILLER ORPHAkAD10Q6LJA_ G S- ACN 101
IRWIN A r APPEAL DATE: 04-10-2015
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60 W fiLT S T' (See reverse side under Objections)
CARLISLE PA 17013-3243 Amount ,Remitted i
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—
R-V:-Ii4-7--Ei--AFP--(-1-1--i-4-)-NOTICE--O-F--INHERITANCE--TAX--APP-R-Aii-E-M-ENi-p--AEib-Wi;-C-E-6i---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURGETT F CFILE NO. :21 13-0519 ACN: 101 DATE: 02-09-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 11100,000-00 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) 69,1 69.40 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) CS) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets 1,169,169.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 158,6 10.38
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 8,765.60
11. Total Deductions (11) 167,375.98
12. Net Value of Tax Return (12) 1,001,793.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4,0 00.00
14. Net Value of Estate Subject to Tax (14) 997,793.92
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) -00 x 045 = .00
17. Amount of Line 14 at sibling rate C17) 3,000.00 x 12 = 360'.00
18. Amount of Line 14 taxable at collateral rate (18) 994,793.92 x 15 = 149,219.09
19. Principal Tax Due (19)= 149,579.09
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
07-17-2013 CDO17896 7,478.95 150,000.00
TOTAL TAX PAYMENT 157,478.95
BALANCE OF TAX DUE 7,899.86CR
INTEREST AND PEN. .00
TOTAL DUE 7,899.86CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.