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NOTICE OF INHERITANCE TAX pennsylvania ~
APPRAIS~L~~j"' ,Lrl,~F,MJ OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES 7~"~ ~yy C ~' DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DE~tI,DT~a~IS~ AI~~ ASSESSMENT 0'F TAX
PO BOX 280601 ~ L' {; v 1,,'~i ~ r' REV-1547 EX AFP C12-09)
HARRISBURG PA 17128-0601 v ~ ~ ~ ~~~ " -
~Q1O MAR "~ AM +~ ~ ~~rATE OF BRENNEMANO LOUETTA E
DATE OF DEATH 04-03-2009
~'~-~~~ ~'~ FILE NUMBER 21 09-0350
Q~~}~~i~V~J ~~(J~T COUNTY CUMBERLAND
JAMES D FLOWER JR ESQ CUw"E?y~?i /s,h,;~ (''("~, pAACN 101
26 W HIGH ST APPEAL DATE: 04-30-2010
CAR L I S L E PA 17 013 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOUR YOUR RECORDS ~
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REV-1547 EX AFP C12-09) NOTICE OF INHERITANCE TAX APP!RAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRENNEMAN LOUETTA EFILE N0.:21 09-0350 ACN: 101 DATE: 03-01-2010
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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) 288,020.90 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 38,908.17
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total assets (B) 326,929.07
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 16.75 6.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10). 11,32 6.73
11. Total Deductions C11) 28, 082.73
12. Net Value of Tax Return (12) 298,846.34
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5.976.92
14. Net Value of Estate Subject to Tax (14) 292.869.42
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 d ate.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 799.869 _49 x 045 = 13,179.12
17. Amount of Line 14 at Sibling rate (17) _ _00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 - .00
19. Principal Tax Due (19)= 13,179.12
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
uo-i~-cuuy I.LUl136b
08-27-2009 CD011677
•Sls 12,000.00
.00 547.54
TOTAL TAX PAYMENT 13,179.12
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 REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.