HomeMy WebLinkAbout11-05-12NOTICE OF INHERITANCE TAX
~~P ~ N~Tr,~LLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~ I,1.~ O AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION
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PO BOX 280601 f<~~~; , .,`,~
HARRISBURG PA 17128-0601
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KEITH 0 BRENNEMAN C`J~~j~"~(~~ ~~., PA
44 W MAIN ST
MECHANICSBURG PA 17055-6249
~ Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
DATE 10-29-2012
ESTATE OF REISMAN BURTON
DATE OF DEATH 05-01-2012
FILE NUMBER 21 12-0548
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-28-2012
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SgUARE
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: REISMAN BURTON FILE N0.:21 12-0548 ACN: 101 DATE: 10-29-2012
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 213,400.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 64,64 2.54 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6,250.00
6. Jointly Owned Property (Schedule F) C6) 1,250.90
26,667.44
7. Transfers (Schedule G) C7)
8. Total Assets C8) 312.210.88
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 19.5 70.37
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 71.511.85
11. Total Deductions C11) 91,082.22
12. Net Value of Tax Return C12) 221,128.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 221 , 128.66
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 0 0 = .00
16. Amount of Line 14 taxable at lineal rate C16) ~~1 • 1~R-AA x 045 = 9,950.79
17. Amount of Line 14 at sibling rate C17) -00 X 12 = .00
18. Amount of Line 14 taxable at collateral rate C18) .00 X 15 = .00
19. Principal Tax Due C19 )= 9,950.79
TAX CREDITS:
AMOUNT PAID
P DATE T NUMBER ( INTEREST/PEN PAID (-)
07-26-2012 CD016305 496.16 9,427.08
PAYMENT MUST BE MADE BY 02-01-2013*. TOTAL TAX PAYMENT 9,923.24
BALANCE OF TAX DUE 27.55
INTEREST AND PEN. .00
TOTAL DUE 27.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUEIr~
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. ,\+