HomeMy WebLinkAbout08-17-15 NOTICE OF INHERITANCE TAX pennsyLvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX.DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
PO BOX 280'01 �U_QSIDED OFFICE OF
HARRISBURG PA
REGISTER OF WILLS DATE 08-10-2015
ESTAREITZ
MIS RG 17 Pn 12 39 DATETE OFOF DEATH 05-08-2014 DENNIS I
FILE NUMBER 21 14-1173
C L 1E FA , 0," COUNTY CUMBERLAND
MCKNI@ft-P4;'TJ;,S, MARC,US A ACN 101
IRWd% IG �C APPEAL DATE: 10-09-2015
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60 W (See reverse side under Objections)
CARLISLE PA 17013 Amount Remittedi
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 4-
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: REITZ DENNIS IFILE NO. :21 14-1173 ACN: 101 DATE: 08-10-2015
TAX RETURN WAS: ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSchedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
B. Total Assets C8) .00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,939.09
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 1,305.52
11. Total Deductions (11) 7,244.61
12. Not Value of Tax Return (12) 7,244.61-
15. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Not Value of Estate Subject to Tax (14) 7,244.61-
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) -Q 11 x 045 = .00
17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 x 15 = .00
19. Principal Tax Due C19)= .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.
REV-1470EX(61-10) "
enns lvania
p Y INHERITANCE TAX
DEPARTMENT OF REVENUE EXPLANATION
BUREAU OF INDIVIDUAL TAXES OF CHANGES DLN15058603
PO Box 280601
HARRISBUPA 17128-0601
DECEDENT'S NAME FILE NUMBER
Dennis I. Reitz 2114-1173
REVIEWED BY ACN
Brown Agent 95 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
E The proceeds of life insurance policies on the life of the decedent are not subject to tax
in the decedent's estate.
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