HomeMy WebLinkAbout09-08-15 NOTICE OF INHERITANCE TAX �` ;° pennsytvarna
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX _...
PO BOX K61 [�'� r1 C) t= C E 0 r REV-1547 EX AFP C11-14)
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r,1 p �pDATE 08-31-2015
�U15 �Ei 8 Ri i 12 L�3 ESTATE OF BAUER MARY H
1 i DATE OF DEATH 04-28-2014
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FILE NUMBER 21 14-0435
COUNTY CUMBERLAND
SW}-{sa-', C DAVID H
ACN 101
fDGE;"ST APPEAL DATE: 10-30-2015
CUMBERLAND PA 17070-1927 (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
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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: BAUER MARY HFILE NO. :21 14-0435 ACN: 101 DATE: 08-31-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 65,960.00 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) 55,943.55
6. Jointly Owned Property (Schedule F) (6) 10,112.49
7. Transfers (Schedule G) (7) .00
S. Total Assets (8) 132.016.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 30,157.7 1
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 33,518.64
11. Total Deductions (11) 63,676.35
12. Net Value of Tax Return (12) 68,339.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1 ,000.00
14. Net Value of Estate Subject to Tax (14) 67,339.69
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) 0 0 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) 47,339-49 x 045 = 3,030.29
17. Amount of Line 14 at sibling rate (17) an X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 3,030.29
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-23-2014 CDO19454 142. 11 2,700.00
04-22-2015 CD020560 .01- 188.19
08-24-2015 SBADJUST .00 1.29
TOTAL TAX PAYMENT 3,030.29
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 CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ``^