HomeMy WebLinkAbout01-03-11~( -.S
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NOTICE OF INHERITANCE TAX pennsylvan~a ~ ~
p~ ~~ !";~ r-~kR~R~R~I~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL ~~~~~.~.>~ ~ '.,~ DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 IX AFP (lz-lo)
INHERITANCE TAX DIVISION ~ F,r ~ ;III
PO BOX 280b01 t ;~+~,;;4 , ; _ ` ~ ~
HARRISBURG PA 17128-0601 ~ ~ ~ ''" `'~'~
r~R ist ~ ~-, DATE 12-27-2010
~,-~ ~ ESTATE OF ROSARIO BENJAMIN D
DATE OF DEATH 10-04-2009
~~.~~~ ~'~ FILE NUMBER 21 09-1001
~ry! ~-{~~ ~''~' `'"~" CUMBERLAND
s ~ ~; ~>i'i~~1 COUNTY
KATHLEEN ~.~i~:~~AA~~,~'~.; ,, ~;~ ~':%,~, ACN 101
PD BOX 1229 ~ APPEAL DATE: 02-25-2011
C A R L I S L E P A 17 013 (See reverse side under Dbjections )
Amount Remitted
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 E--~
------------------------ ------------------------
REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: ROSARIO BENJAMIN DFILE N0.:21 09-1001 ACN: 101
-----------------
OR
DATE: 12-27-2010
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .0 0 NOTE: To ensure proper
(2) .0 0 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 110, 151 .89
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 50,978.94
s. Total Assets C8) 161 , 130 .83
.APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 11,6 9 3.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 96, 175.44
C11) 107,868.51
11. Total Deductions 53,262.32
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 53,262..32
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.
ASSESS MENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .0 0 X 0 0 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) S~ • 62 - 32 x 045 = 2, 396.80
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .0 0
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 = .0 0
19. Principal Tax Due (19)= 2, 396.80
TeX CR EDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-21-2010 CD013528 28.74- 2,426.80
TOTAL TAX PAYMENT 2,398.06
BALANCE OF TAX DUE 1.26CR
INTEREST AND PEN. .00
TOTAL DUE 1.26CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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