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NOTICE OF INHERITANCE TAX pennsylvania
"L OcftSEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL _ i
INHERITANCE TAX DIVISION .rr ;~r•r;-~'r~ C' ,"P~~l~e DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-11)
PO BOX 280601
HARRISBURG PA 17128-0601
%0i' 0 C T -9 Pty T. 32 DATE 10-08-2012
ESTATE OF BREZINA WINIFRED R
DATE OF DEATH 01-08-2012
'+r, FILE NUMBER 21 12-0084
OHPHAN J ,OURT COUNTY CUMBERLAND
A MARK WItaMBMAND M, PA ACN 101
310 W CHOCOLATE AVE APPEAL DATE: 12-07-2012
HERSHEY PA 17033-1635 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1547 EX AFP (12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BREZINA WINIFRED RFILE NO.:21 12-0084 ACN: 101 DATE: 10-08-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON. ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7,251.44 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 of this form with your
4. Mortgages/Notes Receivable CSchedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 852, 052. 07
6. Jointly Owned Property (Schedule F) C6) 241,565.97
7. Transfers CSchedule G) C7) 00
8. Total Assets C8) 1,100,869.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21,356.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,046.70
32,403.34
11. Total Deductions (11)
12. Net Value of Tax Return (12) 1,068,466.10
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 1,068,466.10
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) l . 068 .466.10 x 045 = 48, 080.97
17. Amount of Line 14 at Sibling rate (17) -00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due C19)= 48,080 .97
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID
03-02-2012 CDO15658 2,105.26 40,000.00
05-24-2012 CDO16022 .00 6,082.61
TOTAL TAX PAYMENT 48,187.87
BALANCE OF TAX DUE 106.90CR
INTEREST AND PEN: .00
TOTAL DUE 106.90(
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.