HomeMy WebLinkAbout12-13-13 NOTICE OF INHERITANCE TAX l pennsylvania
BUREAU of INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION
OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE
PO 80X 280601 REV-1547 IX AFP (08-13)
HARRISBURG PA 17128-0601 RECORDED OFFICE Df r.
REGISTER 01, x' LS DATE 12-16-2013
t� P ESTATE OF BRYMESSER IDA K
P�;I
11113 `%F 13 t I i 3 23 DATE OF DEATH 01-05-2013
�+ FILE NUMBER 21 13-0043
BRENNEMAN ESQ K'E4Ur, OFD COUNTY CUMBERLAND
44 WEST MAINWHANS' COURT ACN APPEAL DATE: 02-14-2014
PO BOX 318CUMBERLAND CO., PA (See reverse side underObjecdons)
MECHANICSBURG PA 17055-0318 Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE --i RETAIN LOWER PORTION FOR YOUR RECORDS 1---
REV-1547 EX AFP t08-13] NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRYMESSER IDA KFILE N0. :21 13-0043 ACN: 101 DATE: 12-16-2013
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( } CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 110,254.57 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .DO credit to your account,
3. C1a561y Held Stock/Partnership Interest (Schedule C) (3) .DO submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Mist. Personal Property (Schedule E) C5) 309,735.44
6. Jointly Owned Property (Schedule F) (6) 4,931.04
7. Transfers (Schedule G) (7) 155,341.92
8. Total Assets (a) 580.262.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensos/Adm. Costs/Mist. Expenses (Schedule H) (9).. 29,149.59
10. Debts/Mortgage Liabilities/Lions (Schedule I) (10) 1 ,552.42
11. Total Deductions (11) 30,702.01
12. Net Value of Tax Return (12) 549,560.96
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) _ 549,560.96
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:
35. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) r49.6bn_94 X 045 = 24,730.24
17. Amount of Line 14 at sibling rate (17) no X 12 = .00
18. Amount of Line 14 taxable at collateral rate (38) .00 X 15 = .00
19. Principal Tax Due (19)= 24,730.24
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
03-25-2013 CDOi7365 1,236.52 23,750.00
TOTAL TAX PAYMENT 24,986.51
BALANCE OF TAX DUE 256.27CR
INTEREST AND PEN. .00
TOTAL DUE 256.27CR
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.