HomeMy WebLinkAbout06-15-12i~~''C~'~ ~'~~r~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES (~ r-~~IrPP~I~~S~Al~~1(~T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION IIC~:~.,'~bk`~D~D'Q~fIDNS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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RICHARD C SNELBAKER ESQ
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MECHANICSBURG PA 17055-6249
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DEPARTMENT OF REVENUE
REV-1547 IX AFP (12-11)
DATE 06-11-2012
ESTATE OF BRETZ JR HARVIE A
DATE OF DEATH 08-12-2010
FILE NUMBER 21 10-0855
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2012
(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 FOR YOUR RECORDS ~--~
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRETZ JR HARVIE AFILE N0.:21 10-0855 ACN: 101 DATE: 06-11-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) ~1) 177,407.04
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 28,502.80 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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,68 5.98
6. Jointly Owned Property (Schedule F) (6) 11,407.82
7. Transfers (Schedule G) I7) 27, 169.23
8. Total Assets cB) 248,172.87
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) ~q) 14.6 98.59
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.68 0.15
11. Total Deductions I11) 18,378.74
12. Net Value of Tax Return C12) 229,794.13
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 229,794.13
NOTE: If an assessment was issued previously, li nes 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) 999 .794 - 1 3 X 045 = 10, 340.74
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C1B) .00 X 15 - .00
19. Principal Tax Due C19)= 10,340.74
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
11-10-2010 CD013625 368.42 7,000.00
01-20-2012 CD015484 18.42- 2,990.74
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-21-2012 TOTAL TAX PAYMENT 10,340.74
BALANCE OF TAX DUE .00
INTEREST AND PEN. 43.24
TOTAL DUE 43.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.