HomeMy WebLinkAbout04-06-15 NOTICE OF INHERITANCE TAX q Pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANc xrH���� d�F C� 0� OF DEDUCTIONS AND ASSESSMENT OF TAX
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V REV-1547 EX AFP (11-14)
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7o15 RPR AM 1144 ESTATE OF BURTNER RAYMOND H
DATE OF DEATH 03-08-2011
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CLERK OF FILE NUMBER 21 11-0385
DANT DANS' CCWIL AM S COUNTY CUMBERLAND
SCTii ',t � A ACN 101
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 4-
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REV-1547 EX AFP C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BURTNER RAYMOND HFILE NO. :21 11-0385 ACN: 101 DATE: 03-30-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 181,576.00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule 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 CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,870.00
6. Jointly Owned Property (Schedule F) (6) 11,061 .59
7. Transfers CSchedule G) (7) .00
8. Total Assets (8) 201 ,507.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20,78 7.55
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 14,303.85
11. Total Deductions (11) 35,091.40
12. Net Value of Tax Return (12) 166,416. 19
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 166,416. 19
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) 1 66-41 A-1 9 x 045 = 7,488.73
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 (19)= 7,488.73
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
06-06-2011 CDO14544 374.44 9,500.00
TOTAL TAX PAYMENT 9,874.44
BALANCE OF TAX DUE 2,385.71CR
INTEREST AND PEN. .00
TOTAL DUE 2,385.71CR
* 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.