HomeMy WebLinkAbout03-16-15 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 �s __ C � REV-1547 EX AFP (11-14)
HARRISBURG
PO BOX 6PA 17128SH64 4`~i - i
LC, 1 DATE 03-16-2015
��� � 12 19 ESTATE OF BARTLETT DAVID A
1t ! f DATE OF DEATH 04-16-2013
FILE NUMBER 21 13-1174
�`-�- COUNTY CUMBERLAND
ESQUIRE 0RP1!.i,!MYCf,A1L •TC ACN 101
624 N F �TD'ST13 APPEAL DATE: 05-15-2015
WORMLEY, URG'+ PA 17043-1022 (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 � ----------------
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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: BARTLETT DAVID AFILE NO. :21 13-1174 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) 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) 37,961.27 credit to your account,
00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1 ,000.00
6. Jointly Owned Property (Schedule F) (6) 383,134.50
7. Transfers (Schedule G) (7) 122,651 .82
S. Total Assets CB) 544,747.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 25,511 . 18
10. Debts/Mortgage Liabilities/Liens (Schedule I) CIO) 00
11. Total Deductions (11) 25,511 . 18
12. Net Value of Tax Return (12) 519,236.41
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 519,236.41
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) 519,236.41 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -nn 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 (18) .00 X 15 = .00
19. Principal Tax Due (19)= 00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
'TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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. \1