HomeMy WebLinkAbout06-09-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU of INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 IX AFP (OB-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-03-2014
ESTATE OF BRETZ MARTIN F
DATE OF DEATH 03-21-2013
FILE NUMBER 21 13-0367
COUNTY CUMBERLAND
LAUER JOHN A ACN 101
STE 700 -• APPEAL DATE: 08-02-2014
100 STATE ST (See reverse side under Objections)
ERIE PA 16507-1459 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
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REV-1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRETZ MARTIN FFILE NO. :21 13-0367 ACN: 101 DATE: 06-03-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) •00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C2) 47,987.52 credit to your account,
.00 submit the upper portion
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 37,421 .85
6. Jointly Owned Property (Schedule F) C6) . 00
7. Transfers (Schedule G) (7) .00
B. Total Assets (8) 85.409.37
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 5.190 .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 933.67
11. Total Deductions (11) 6,123.67
12. Net Value of Tax Return (12) 79,285.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 79,285.70
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 C16) 74.985-7n X 0�5 = 3�f 67.86
17. Amount of Line 14 at sibling rate (17) .00 X 187 = s ---0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15- O C_ j
19. Principal Tax Due 6)�' ,-� - 567---W
TAX CREDITS: t- __" t- `' r71
r r ,l ca
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID n '/) �D QD d
DATE NUMBER INTEREST/PEN PAID (-) Tj - (-p O
06-17-2013 CDO17757 178.39 3,400.00n j 0 __0 . I -71
05-27-2014 REFUND .00 10 .53,E _
� H CV r fT1
C'I Cn O
O _I
TOTAL TAX PAYMENT 3,567.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
x 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. `N