HomeMy WebLinkAbout06-30-14 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 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-23-2014
ESTATE OF BREAM BETTY M
DATE OF DEATH 11-23-2013
FILE NUMBER 21 13-1299
COUNTY CUMBERLAND
PROGAR KATHY i ACN 101
469 HEISEY RD APPEAL DATE: 08-22-2014
MECHANICSBURG PA 17055-9773 (See reverse side under Objections)
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: BREAM BETTY MFILE NO. :21 13-1299 ACN: 101 DATE: 06-23-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • BB NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 7,333.44 credit to your account,
. 00 submit the upper portior
S. 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) 84,024.20
6. Jointly Owned Property (Schedule F) (6) . 00
7. Transfers (Schedule G) (7) 35,200.07
8. Total Assets (e) 126.557.71
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 20.583.21
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 20,583.21
12. Net Value of Tax Return (12) 105,974.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 500 . 00
14. Net Value of Estate Subject to Tax (14) 105,474.50
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 = o •'�
16. Amount of Line 14 taxable at lineal rake (16) 1DF.474_FD )( -045P= � 4,746.
17. Amount of Line 14 at sibling rate (17) .00 X '12 �0'0
18. Amount of Line 14 taxable at collateral rate (18) .00 X j5.`=�
19. Principal Tax Due [(19.T=(
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) p
AMOUNT PAID
GATE NUMBER INTEREST/PEN PAID (-) T -
02-21-2014 CDO18789 237.32 4,509.03 r m
r
s
TOTAL TAX PAYMENT 4,746.35
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.