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HomeMy WebLinkAbout03-25-11NOTICE OF INHERITANCE TAX Pennsylvania ~ r ; _ -S r" r- i ;., ~ , BUREAU OF INDIVIDUAL ~'F~#~C~S '~'~ ,,~~t 4 ~SEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ;_ - . ~ ~,~4~ DEDUCTIONS AND ASSESSMENT OF TAX '~ -~ .. REV-1547 EX AFP (12-10) PO BOX 280601 ~ ~ _'.. ., ., ,;- ~,~, HARRISBURG PA 17128-0601 . ~ ,~ ~ _. " ' } ~' ~ ~ DATE 03-21 -2011 w.. : ,. r , , t ,,~ ESTATE OF BENNEWITZ GEORGE C ~LE~~ ~~ DATE OF DEATH 07-14-2009 C~~~~,~*~~ C~~~~-~ FILE NUMBER 21 09-0677 r~ ~tt ±":~`^' r ~~--. - COUNTY CUMBERLAND J E R R Y A ~F~~~--~ ~ Q' ~_> ~E_~, , ~~, ACN 101 126 E KING ST APPEAL DATE: 05-20-2011 S H I P P E N S B U R G P A 17 2 5 7 (See reverse side under Objections ) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ---- --~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- REV-1547 EX AFP C12-10~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BENNEWITZ GEORGE (FILE N0.:21 09-0677 ACN: 101 _ ___ OR DATE: 03-21-2011 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) C1) .0 0 NOTE: To 2. Stocks and Bonds (Schedule B) C2) ,0 0 ensure proper credit to your account, 3. Closely Held Stork/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4 0 0 of this form with your ) . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 2,5 8 8.7 3 6. Jointly Owned Property (Schedule F) C6) 4 5.2 5 7. Transfers (Schedule G) C7) .0 0 8. Total Assets C8) _ 62 , 633.98 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 1_ .$ 01.0 0 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 121 .024.37 11. Total Deductions C11) 134,825.37 12• Net Value of Tax Return C12) 72, 191 .39- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0 14. Net Value of Estate Subject to Tax C14) 72, 191 .39- 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 C15) .0 0 X 0 0 = .0 0 16. Amount of Line 14 taxable at Lineal/Class A rate C16) _0 0 x 0 4 5 = .0 0 17. Amount of Line 14 at Sibling rate C17) _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 TAX CREDITS: C19) = .0 0 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX PAYMENT .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. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.