HomeMy WebLinkAbout05-04-12NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~F `~~~~~s~~~t=ALLOWANCE oR DISALLOWANCE
INHERITANCE TAX DIVISION ;•, ~ QFr~D~DU,f.~ y~-0NS AND ASSESSMENT OF TAX
PO BOX 280601 ~ _,~.?fy . _ ..r J
HARRISBURG PA 17128-0601 ~ ~ ~ -
CLERK i~F
oRP1~,~;~''S Cot~~T
VALERIA L BENNETTGI,JP/~~~~~~~ r~:'`~(1 ~~'~`~
1736 BALTIMORE PIKE
DILLSBURG PA 17019-8611
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Pennsylvania';:"`r
DEPARTMENT OF REVENUE
REV-1547 EX AFP C12-lll
DATE 04-30-2012
ESTATE OF BENNETT ROBERT L
DATE OF DEATH 07-03-2011
FILE NUMBER 21 11-0787
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2012
(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 ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS •~
-------------------- ----------------------- _________
REV-1547 EX AFP C12-11) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENNETT ROBERT LFILE N0.:21 11-0787 OCNe )ni neTr. ~. ~., .,..,,.
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 0 0
2.
Stocks and Bonds (Schedule B)
(2) .
291,351.00 NOTE: To ensure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
5.
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
(5) .
10,6 71.14 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets
APPROV
ED DEDUCTIONS AND EXEMPTIONS: (8) - 302, 022.14
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6.1 6 8
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 6, 136.82
12• Net Value of Tax Return C12) 295,885.32
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 295,885.32
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
ASSESSM returns assessed to date.
ENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 295,885.32 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 00 x 04 5 =
17
A . .00
.
mount of Line 14 at Sibling rate (17)
.0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .0 0 X 15 - .00
19. Principal Tax Due
TAX CREDITS: (19)= .00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX PAYMENT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.