HomeMy WebLinkAbout05-14-15 G NOTICE OF INHERITANCE TAX pennsyLvarna
B jI I�IvI:quAuCxQs' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE {
Ma�, 1 OF DEDUCTIONS AND ASSESSMENT OF TAXDEPARTMENT OF REVENUE
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REV-1547 EX AFP (11-14)
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HARR IS G PA.17128-010,
1Phi �� 1� DATE 05-11-2015
J t 1 ESTATE OF BITTNER B J
G LE' {? DATE OF DEATH 03-30-2014
��Ft�Rt. FILE NUMBER 21 14-0398
COUNTY CUMBERLAND
,hEON ESQ JAMES D ACN 101
1325 N FRONT ST APPEAL DATE: 07-10-2015
HARRISBURG PA 17102-2629 (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 LOWERPORTIONFOR YOURRECORDS --------------
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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: BITTNER B JFILE NO. :21 14-0398 ACN: 101 DATE: 05-11-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 78,250.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 4,420.4 2 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 26,314.27
6. Jointly Owned Property (Schedule F) (6) 10,021 .76
7. Transfers (Schedule G) (7) 88,203.60
8. Total Assets (8) 207,210.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 9,810.76
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 30,917.05
11. Total Deductions (11) 40,727.81
12. Net Value of Tax Return (12) 166,482.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) . 00
14. Net Value of Estate Subject to Tax C14) 166,482.24
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 1 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 166.497.24 X 045 = 7,491.70
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)= 7,491 .70
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-19-2014 CD020052 .00 7,491 .70
TOTAL TAX PAYMENT 7,491 .70
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.