HomeMy WebLinkAbout06-19-09_ COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES qp RR b EN.T, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ ~="' '
Po.°~f 38B1G01 '~ .- bF• G~`IONS AND ASSESSMENT OF TAX
HARRISBURG PA 1712 8-06 01 f ,~. ; ~ , - x ~'
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HUBERT X GILROY ESQOR~~.~~ v~~R~
MARTSON LAW OFCS CUi':'r`=='` '~'~~ `^~~ ~ P~•
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (01-09)
DATE 06-22-2009
ESTATE OF BENTZ LESLIE K
DATE OF DEATH 05-19-2006
FILE NUMBER 21 06-0547
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-21-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---~ RETAIN LOWER PORTION FOR YOUR RECORDS
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REV-1547 EX AFP CO1-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENTZ LESLIE K FILE N0. 21 06-0547 ACN 101 DATE 06-22-2009
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2} ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 1 , 004 , 060 .42
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (B} 1, 004, 060.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,683 .20
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9 3.54
11. Total Deductions (11} 13.776 _ 74
12. Net Value of Tax Return (12) 990,283.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 990,283.68
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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) 990,283.68 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= .00
TAY /`DCTTTC.
PAYMENT
DATE ECEIPT
NUMBER DISCO NT (+
INTEREST/PEN PAID (-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
Leslie K. Bentz
INHERITANCE TAX
EXPLANATION
OF CHANGES
2106-0547
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE Np. EXPLANATION OF CHANGES
Total on line 16 of the Recapitulation Page was not correctly noted on the right line; it
should have been listed on line 15 at 0% tax rate since the decedent was 21 years of age at
the time of her death.
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