HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•~~r;~~~~1'~~-Ii~~'~ INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '{'.'•ARPR#~S~M~NY;~~A 10WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ CTL'{~~fJ$~AND ASSESSMENT OF TAX
PO BOX 280601 ~~~1 ~.~~' ; , , ~, ; .~
HARRISBURG PA 17128-0601 REY-1547 IX AFP (06-05)
~~I~.~VL-I PM I~OS ESTATE OF BRETZ-2008 BETTY A
DATE OF DEATH 12-05-2007
-~r~~n~~y~~~pp FILE NUMBER 21 07-1136
~~$ ~-IXJRT COUNTY CUMBERLAND
JAMES M BACH ESQ ~t~~L~~ ~~., FAA ACN 101
352 S SPORTING HILL RD APPEAL DATE: 08-22-2008
MECHANICSBURG PA 17050 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4~
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRETZ BETTY A FILE N0. 21 07-1136 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
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)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
C5) 53,569.14
C6) .00
Cn .00
Ce) 53,569.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
9,703.46
(9)
C10) .00
(11) 9.703.46
C12) 43,865.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 43,865.68
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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/Class A rate (16) 40,865.68 X 045 = 1,838.95
17. Amount of Line 14 at Sibling rate (17) 3, 000.00 X 12 = 360.00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .0 0
19. Principal Tax Due Clg)= 2, 198.95
TAY CQCiITTC.
AYMENT
DATE ECEIPT
NUMBER DISCOU +)
INTEREST/PEN PAID C-) AMOUNT PAID
04-16-2008 CD009580 .00 2,198.95
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,198.95
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)