HomeMy WebLinkAbout10-24-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL r:i4s-
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
., --""",
REV-1547 EX AFP (06-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-18-2005
BRETZ
12-14-2004
21 05-0663
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~YI_~~9~~_I~!~_~!~~______~___~~!~!~_~g~~~_~g~!!g~_Eg~_yg~~_~~~g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CHARLES W FILE NO. 21 05-0663 ACN 101
;" 'J
CHARLES
W
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
ESTATE OF
BRETZ
DATE 10-18-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
5,007.12
.00
.00
4.237.29
13,947.70
7,661.32
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
30,853.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
8,926.64
(9)
(10)
.00
(11)
(12)
(13)
(14)
8.9?6 64
21,926.79
.00
21,926.79
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
21,926.79 X 045 =
.00 X 12 =
.00x 15 =
(19)=
.00
986.71
.00
.00
986.71
.
.n.",... (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
07-26-2005 "'CD005619 .00 986.71
TOTAL TAX CREDIT 986.71
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ^~_
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE\W
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)