HomeMy WebLinkAbout03-30-15 -NOTICE OF INHERITANCE TAX : �� --;� pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES �QF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TARE!tlIlSIRFDED OFFICE Q�` REV-1547 EX AFP (11-14)
PO BOX 280601 CC UU VV
HARRISBURG PA `RlTU UTEs? Cr WILLS
�1C1 �7 DATE 03-30-2015
?0is MR 3O Fn� L2 3 ` ESTATE OF BAER ETHER M
DATE OF DEATH 02-25-2014
CLEi.� CF' FILE NUMBER 21 14-0284
n(� pp}}�� ��,,S' ;.{;'I.;-.T COUNTY CUMBERLAND
SHIELDS I „rHtARLES z. E ACN 101
61 Cf U6WE'CPP R'-D APPEAL DATE: 05-29-2015
MECHANICSBURG PA 17055 (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 F- --------------
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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: BAER ETHER MFILE N0. :21 14-0284 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) 90,000.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 11,205.93 credit to your account,
0 0 submit the upper portion
3. 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) 99,352.04
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 200 ,557.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 22,011 .87
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 ,508.13
11. Total Deductions (11) 23,520.00
12. Net Value of Tax Return (12) 177,037.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 177,037.97
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) .001X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 177.n37-97 x 045 = 7,966.71
17. Amount of Line 14 at sibling rate (17) - n(L X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 7,966.71
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-21-2014 CDO19201 300.00 5,700.00
11-20-2014 CDO19954 .00 1,966.71
TOTAL TAX PAYMENT 7,966.71
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.