HomeMy WebLinkAbout06-30-14 1 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE I DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF BRENNEMAN KAY I
DATE OF DEATH 09-16-2013
FILE NUMBER 21 13-1023
COUNTY CUMBERLAND
BRENNEMAN ESQ KEITH 0 ACH 101
44 W MAIN ST APPEAL DATE: 08-22-2014
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRENNEMAN KAY IFILE NO. :21 13-1023 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 100,891 .42 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) C27
772.04 credit to your account,
.00 submit the upper portior
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) 12,442.80
6. Jointly Owned Property (Schedule F) (6) 68.07
7. Transfers (Schedule G) (7) 22,248.83
8. Total Assets (8) 136,423. 16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 52.536.22
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 53,655.59
11. Total Deductions (I1) 106,191 .81
12. Net Value of Tax Return (12) 30,231 .35
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 00
14. Net Value of Estate Subject to Tax (14) 30,231.35
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, CC�IS and/o r�19 wil�
reflect figures that include the total of all returns assessePtoo dates m
ASSESSMENT OF TAX: o
_�
15. Amount of Line 14 at spousal rate C15) .00 X70Dv = J sD0
16. Amount of Line 14 taxable at lineal rate (16) x _ C,11,36:0`.,41
17. Amount of Line 14 at sibling rate (17) .00 XLl cz) G0
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15-7 ) 6b0
19. Principal Tax Due �(O^� ql ,56M0 4411
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) m
AMOUNT PAID f—
DATE NUMBER INTEREST/PEN PAID (-) S N
02-18-2014 CDO18769 .00 1 ,226.45 c.n
INTEREST IS CHARGED THROUGH 07-08-2014 TOTAL TAX PAYMENT 1 ,226.45
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 133.96
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .24
TOTAL DUE 134.20
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. ��(�
REV-1470 FX 01-10)
N'+
°, pennsylvania INHERITANCE TAX
Li DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES
PO Box 280601
HARRIS P 1
DECEDENT'S NAME FILE NUMBER
Brenneman, Kay 2113-1023
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Change per correspondence.
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