HomeMy WebLinkAbout07-07-14 (2) NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Mi
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 07-07-2014
ESTATE OF BRENNEMAN EVELYN T
DATE OF DEATH 05-23-2013
FILE NUMBER 21 13-0723
COUNTY CUMBERLAND
OTTO III IVO V ACN 101
10 E HIGH ST APPEAL DATE: 09-05-2014
CARLISLE PA 17013-3015 (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 --go RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP (OS-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRENNEMAN EVELYN TFILE NO. :21 13-0723 ACN: 101 DATE: 07-07-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 1 ,114,000 .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 238,185.61 credit to your account,
. 00 submit the upper portion
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) 41, 161 .80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 605, 109.82
B. Total Assets (e) 1 .998.457.23
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 205,265.64
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 96.465.87
11. Total Deductions (11) 301,731 .51
12. Net Value of Tax Return (12) 1,696,725.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 878.292.72
14. Net Value of Estate Subject to Tax (14) 818,433. 00
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) - 00 X 045 = . 00
17. Amount of Line 14 at sibling rate (17) -00 X 12 = n , .00
18. Amount of Line 14 taxable at collateral rate (18) 818,433.00 X 19? 122-r764.95,_,
19. Principal Tax Due ' 122-,764 7,
FTI
TAX CREDITS: ' �
PAYMENT RECEIPT DISCOUNT
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-22-2013 CDO18056 1,000 .00 19,000 .00n ?� -� n C.
08-22-2013 CDO18155 3,600. 00 68,400 .00
02-24-2014 CDO18803 .14- 30,765.094
06-30-201-4 SBADJUST .00 2.38D r-
fV
7 'T7
TOTAL TAX PAYMENT 122,764.95
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.