HomeMy WebLinkAbout07-30-12NOTICE OF INHERITANCE TAX Pennsylvania ~
BUREAU OF INDIVIDUAL ~('~ {~l~l- ~ ~EMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
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INHERITANCE TAX DIVISION tC Y.., r,~ 4~FI SEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601 ~~~jiL)y1 LS~ V+ ~ L~J
HARRISBURG PA 17128-0601
^~?2 JUL 30 Pht 3' ( 6 DATE 07-23-2012
ESTATE OF BRETZMAN HILDA M
DATE OF DEATH 11-05-2011
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T FILE NUMBER 21 11-1236
CUMBE
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SUSAN J HAR RLAND
COUNTY
ACN 101
1 IRVINE ROW APPEAL DATE: 09-21-2012
CAR L I S L E P A 17 013 - 3 019 (See reverse side under Objections )
Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALON_6 THIS LINE _ -~ R_ETA_IN LOWER POR TION
FOR YOUR RECORDS F-
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REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE _
_ ______________
TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTI ONS AND ASSESSMENT OF TAX
ESTATE OF: BRETZMAN HILDA MFILE N0.:21 11-1236 ACN: 101 DATE: 07-23-2012
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
Of th35 form with yOUr
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Sched ule E) (5) 8 5,911.5 6
6. Jointly Owned Property (Schedule F) C6) 82,489.29
7. Transfers (Schedule G) C7) 72,2$7,26
8. Total Assets c8) 240 , 688.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Cg) 8.757.50
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 164.5 0
11. Total Deductions (11) 8,922.00
12. Net Value of Tax Return C12) 231 , 766.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,000.00
14. Net Value of Estate Subject to Tax (14) _ 230,766.11
NOTE: If an assesswent 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 C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) _00 X 04 5 = .0 0
17. Amount of Line 14 at Sibling rate C17) .DO X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 230,766.11 X 15 - 34,614.92
19. Principal Tax Due C19?= 34,614.92
TAX CREDITS:
Re~eari DISCOUNT (+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
O1 13-2012 CD015459 1,730.75 33,500.00
TOTAL TAX PAYMENT 35,230.75
BALANCE OF TAX DUE 615.83CR
INTEREST AND PEN. .00
TOTAL DUE 615.83CR
* 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 OF THIS FORM FOR INSTRUCTIONS. ^~