HomeMy WebLinkAbout03-30-15 NOTICE OF INHERITANCE TAXQbl /
pennsylvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX D �S,[( OFFICE (} DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO BOX 280601 R 6J f( v REV-1547 EX AFP (11-14)
HARRISBURG PA 17128-
RE06 ItTE.R OF WILLS
DATE 03-30-2015
?GIs MR 30 pm 12 37 ESTATE OF BURTNER RITA H
DATE OF DEATH 01-06-2011
CLEF%:( CF FILE NUMBER 21 11-0202
DANIEL�RPHANI SWIL�LTAM S COUNTY CUMBERLAND
� ACN 101
STE
29§MSERL.""D APPEAL DATE: 05-29-2015
1 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013-2951 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: BURTNER RITA HFILE NO. :21 11-0202 ACN: 101 DATE: 03-30-2015
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) .00 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) 18,220.0 0
6. Jointly Owned Property (Schedule F) (6) 112,281 .37
7. Transfers (Schedule G) (7)
151,891 .43
S. Total Assets (8) 282,392.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 41 ,073.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,392. 18
11. Total Deductions (11) 49,465.68
12. Net Value of Tax Return (12) 232,927.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 232,927. 12
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) 107,818.35 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 1 79;•10R-77 x 045 = 5,629.89
17. Amount of Line 14 at sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 5,629.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-09-2011 CDO14946 .00 4,500.00
10-18-2012 CDO16663 35.02- 1,800.00
TOTAL TAX PAYMENT 6,264.98
BALANCE OF TAX DUE 635.09CR
INTEREST AND PEN. .00
TOTAL DUE 635.09CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE \�/�
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FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. (`yf�"�✓J