HomeMy WebLinkAbout03-08-13NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
RECORCFi~ C=-~;CE OF
REGlSTct Or -'!! LS
~Oi3 ~flfl 8 P(1 i ~1
JOSEPH D BUCKLEY(`,~,~~!( V j
1237 HOLLY PPNANS' LOUR ~
CARLISLE Cl1MBE~LA~~~b44~~
c4) .00
(5) 25, 119.48
(6) 5,657.93
c7) .00
CUT ALONG THIS LINE ~) RETAIN
------------------------------------ LOWER PORTION FOR YOUR RECORDS
----- F-
REV-1547 EX AFP C12-11~ NOTICE OF IN ---------
HERITANCE TAX APPRAISEMENT, ALLOWANCE _
--------------
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRETZ VIOLET AFILE N0.:21 11-0038 ACN: 101 DATE: 03-04-2013
TAX RETURN was: (X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALU
E OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 115, 000.00
2. Stocks and Bonds (Schedule B) NOTE: To ensure proper
(2) .00 credit to your account,
3. Closely Held Stock/Partnership Intere st (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
i.
~~6. Pennsylvania
DEPARTMENT OF REVENUE
REV-1547 EX AFP (09-12)
of this form with your
tax payment.
(e) _ 145,777 41
(9)- 20.408 40
(lo)-- 7,240 54
11. Total Deductions
12.
Net Value of Tax Return (11) 27,648.94
13.
Charitable/Gover C12) 118, 128.47
nmental Bequests; Non-elected 9113 Trusts (Sched
l
14.
Net Value of E
t u
e J)
(13)
0
s
ate Subject to Tax
c14) 118, 128.47
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19
reflect figures that include the total of all
ASSESSMENT OF TAX:
returns assessed to will
date.
15. Amount of Line 14 at spousal rate (15) 00 00 =
16. Amount
of
Line 14
t .
X .00
axable at lineal rate 11
(16) R
19R ~7
17. Amount
of
Line 14
at sibling
rate - .
X 045 =
5, 315.78
18. Amount
of
Line 14
taxable at
collateral rate (17)
(lg) 00 X 12 = .00
19. Principal
Tax Due
.00 x _
15 -
.00
TAX CREDITS:
(19)=
5,316.00
PAYMENT RECE IPT
DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
n~-lri-9n71 rnn,i......
TOTAL TAX PAYMENT 7,015.80
BALANCE OF TAX DUE 1,699.80CR
INTEREST AND PEN. .00
TOTAL DUE 1,699.80CR
^ 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 FOR INSTRUCTIONS. (~h
~`:J/
DATE 03-04-2013
ESTATE OF BRETZ VIOLET A
DATE OF DEATH 12-29-2010
FILE NUMBER 21 11-0038
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-03-2013
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013