HomeMy WebLinkAbout02-27-06COMMONWEALTH OF PENNSYLVANIA
a. DEPARTMENT OF REVENUE
BUREAv'•',OF II~IVIDUAL TAXES I F__• ~^r"'' r ~CCNOTICE OF INHERITANCE TAX
`~^'~'~ ~'"iEI~R~EMENT, ALLOMANCE OR DISALLONANCE
INHERITANCE T(-x DIVISION '-~-'`-' - ~, ~ flF ~11EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601 ".'' '
HARRISBURG PA 17128-0601 -- REV-1547 EX AFP (06-05)
,A ~,. ~R~ DATE 02-28-2006
`'~`~ ~`»~`'~ ~~ ~'i i `~~ ESTATE OF BENNER JAMES R
DATE OF DEATH 04-25-2005
~~ ~; '{ ~; ` FILE NUMBER 21 05-0489
~; `_~ ~ ~'~ ''~~T COUNTY CUMBERLAND
JACQUELINE A K~~(~;; •- G~''_ ACN 101
JAN L BROWN 8: Ifi5'~bC APPEAL DATE: 04-29-2006
845 SIR THOMAS CT (See reverse side under Objections)
HBG PA 17109 Asount Refitted
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 (03-053 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENNER JAMES R FILE N0. 21 05-0489 ACN 101 DATE ,02-28-2006
TAX RETURN (tAS: ( )ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATIAN CONCERNING FUTURE INTEREST -SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estates (SoMdule A) (1) .00 NOTEo- To insuro proper
2. stocks and Bonds (Schedule B) (2) 12,7 02 .37 credi# to your account,
th* upper portion
subrit
3. Closely Held Stock/Partnership Interost (Schedule C) (3) ,00 ,
of this°foro Mith your
4. Mortgages/Notaa Receivable (Schedule D) (4) .00 tax payaent.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5l .0 0
6. Jointly O~ned Property [Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets tg) 12,702.37
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,588.00
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mort~ Liabilities/Liens (Schedule I) (30) .00
11. Total Deductions (11) 1 .58,E B _ DO
12. Net Valw of Tax Return (12) 11,114.37
13. t~aritable/Gowrnan~tal Bagwsts; Non-elected 9113 Trusts (ScMdule J) (13) 11,114.37
14. Nat Valw of Estate Sub3ect to Tax (14) ~~
NOTE: Ii' an ass~ssaent was issued previously, lines 14, 15 andior 16 1 7, 18 and 19 M111
Pa1'ist+t figures that include the. total of 9~. returns assessed to data.
ASSESSMENT OF TAX:
• 00 X 00
= . 00
15. Aaou~t of Line 14 at Spousal rate (15)
16. Asw(nt of Line 14 taxable at Lingl/Class A rota (16) . 00 X 045. '.~0 '
17. Aaount of Line 14 at Sibling rate t17) •00'.X 12 a' •00
18. Aaount of Lfne 14 taxable at Collateral/Class B rote (18) •00 X 15 _ .00
19. Principal Tax Dw t19)= .00
T~ V f-s@~TTQ.
aca.car ~ ~+~• ~ a T • ANp{;NT~ PAID
NUlBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF .TAX DtJE . 00
INTEREST AND PEN.' .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN O1, ND PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"-(CRS, YOUMAY BE
• A REFUND. SEE REVERSE SIDE OF THIS FORM FOR DlSTRUCTIONS.)
REV-7470 EX (6d!) ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280801
HARRI URG PA 17128-0601
DECEDENTS NAME
James R. Benner
REVIEWED BY
Bili Lyons
2105-0489
101
SCHEDULE INO. EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
INHERITANCE TAX
EXPLANATION
O~CHANGES
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