HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX M pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 Ex AFP (08-IS)
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HARRISBURG P 71PE'9'6'6'IRDED OFFICE OF
RE S TER OF WILLS DATE 05-19-2014
9 ry IDOn p(n ESTATE OF BRETZ MARGARET R
2019 t 'I'� 20 i i t 12 10 DATE OF DEATH 02-19-2013
FILE NUMBER 21 13-0461
CLERK OF COUNTY CUMBERLAND
PAT£RNZRPHANSlItjTLV�R, L ACH 101
4250 CRU S'MIL1�`RD " PA (See reverse side under Objections)
HARRISBURG PA 17112-2889 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 f-
REV-1547 EX AFP COB-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRETZ MARGARET RFILE NO. :21 13-0461 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: IX) ACCEPTED AS FILED ( I 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) C2) 100 credit to Your account,
submit the upper portion
3. Closely Neitl Stock/Partnership Interest (Schedule C) (3) . 00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 100 tax Payment.
S. Cash/Bank Deposits/Mist, Personal Property (Schedule E) (5) 423.72
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets t8) 423.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expanses (Schedule H) (9) 632.02
10. Debts/Mortgage Liabilities/Liens (Schedule I) {10) 100
11. Total Deductions (11) 632.02
12. Net Value of Tax Return C12) 208.30-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax 0147 208.30-
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate (16) - DO X 045 = .00
17. Amount of Line 14 at sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX PAYMENT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
• 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.