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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c:r.rrwnr::n ('r~\r.FNp)fI CE OF I NHER IT ANCE TAX
":::\;:'~.:':'::~AIi~R~;tS. ~~NT, ALLOWANCE OR DISALLOWANCE
;-\t:j:~;: th t.IiJF';n~ill/.cTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2008 APR -4 PM t: 48
REV-1547 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF BENNER ALMA V
DATE OF DEATH 07-07-2007
FILE NUMBER 21 07-0701
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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
CUT AL.ONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
----.-,--------------.----.-.------.------.-.------.-.--------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENNER ALMA V FILE NO. 21 07-0701 ACN 101 DATE 03-31-2008
CLERK OF
ORPhAN'S COURT
r ".-~-'I .' I~.'""-^ 0'"
JAMES M BACH ESQ CUI'i": . ',' /1, 'I-',
352 S SPORTING HILL RD
MECHANICSBURG PA 17050
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1,550.50
61,295.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
JointlY Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
62,845.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
ClO)
14,256.57
75,975.15
Cl1)
Cl2)
Cl3)
Cl4)
90.:::-31.7")
27,386.22-
.00
27,386.22-
Cl5)
Cl6)
Cl7)
Cl8)
.00 X
.00 X
.00 X
.00 X
.00
.00
.00
.00
.00
00
045 =
12 =
15 =
Cl9)=
PAYMENT KECcIPT DISCOUNT (+) AMOUNT PAID
DAlrE NUMBER INTEREST/PEN PAID (-)
09-12"2007 DAo07391 .00 31. 51
03-24-2008 REFUND .00 31. 51-
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-'j
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. l--/...
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE t)
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