HomeMy WebLinkAbout08-03-15 " NOTICE OF INHERITANCE TAXA , Pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 280601
HARRISBURG PA RE00RD E D 0 c F I C E 0 C
REGISTER? OF WILLS DATE 08-03-2015
p ESTATE OF BAZAR LUCIAN P
?015 9UG 3 PM 12 02 DATE OF DEATH 10-19-2013
FILE NUMBER 21 13-1209
BAZA�p CLE" ' OF COUNTY CUMBERLAND
101
5216 `DEUillfkibcA I i ACN APPEAL DATE: 10-02-2015
M E LUM D.0-61 0 (;''P A '17050 (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 E-
-
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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: BAZAR LUCIAN PFILE NO. :21 13-1209 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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/Mist. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property CSchedule F) (6) 52,383.37
7. Transfers (Schedule G) C7) 12,640.00
8. Total Assets (8) 65,023.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 1 ,684.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00
11. Total Deductions (11) 1,684.00
12. Net Value of Tax Return (12) 63,339.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 63,339.37
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) 63•339-37 x 045 = 2,850.27
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)= 2,850.27
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-18-2015 CD020360 .00 462.68
INTEREST IS CHARGED THROUGH 08-18-2015 TOTAL TAX PAYMENT 462.68
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,387.59
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 86.51
TOTAL DUE 2,474. 10
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \
REV-1470 EX(01-10)
"3enns lvania
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE
......� EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Lucien Bazar 2113-1209
REVIEWED BY ACN
Tracell Agent#93 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
H B-3 The claim for family exemption cannot be made against non-probate assets as the
exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code.
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