HomeMy WebLinkAbout10-30-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
D~(~('nr'rT: ni:C'('C (,:, INHERITANCE TAX
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RECORD ADJUSTMENT
REV-1593 EX AFP (03-05)
HARVIE A BRETZ
5415 WERTZVILLE
ENOLA
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PA 17025
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-18-2006
BRETZ
03-11-2005
21 05-0511
CUMBERLAND
101
MABEL
E
?on6 OCT 30 PM 3: 30
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
---------------------------------------------------------------------------------------------------------------------------------------
REV-1593 EX AFP (03-05)
.. INHERITANCE TAX RECORD ADJUSTMENT ..
ESTATE OF BRETZ
MABEL
E FILE NO. 21 05-0511
ACN 101
DATE
10-18-2006
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
.00
.00
(8)
.00
10.
11.
12.
13.
14.
TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
9. Funeral Expenses/Administrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected
Net Value of Estate Subject to Tax
(9)
llO)
.00
.00
(11)
ll2)
ll3)
(14)
.00
.00
.00
.00
9113 Trusts (Schedule J)
.00 X 00
.OOX 045=
.OOX 12 =
.OOX 15 =
ll9)
.00
.00
.00
.00
.00
llS)
(16)
(17)
(18)
..~... KI:~I:.LI"I l"'J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~V
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE. '
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
I' ,
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0511
101
MABEL BRETZ
PHYLLIS HOCH
SCHEDULE
ITEM
NO.
EXPLANATION OF CHANGES
Efforts to obtain an Inheritance Tax return have been exhausted for the above referenced
estate. Therefore, the filing requirements have been waived. The Department however,
reserves the right to assess any assets that may be recovered at a future time.
Paqe 1