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NOTICE OF INHERITANCE TAX pennsylvania
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (12-12)
PO BOX 280601
HARRISBURG PA 17128-0601
CIR I D1 m DATE 12-24-2012
'S _3 ESTATE OF OTTO BENJAMIN J
DATE OF DEATH 05-14-2011
rt; ~4_41 L_ lot P } FILE NUMBER 21 11-0649
COUNTY CUMBERLAND
LINDA J LUNDBERG Y L E °K ACN 101
PNC BANK NA APPEAL DATE: 02-22-2013
PO BOX 308 ' ' C 0` ' ` ' (See reverse side under Objections)
CAMP HILL UM24RLM . a-dio8= 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
REV-1547 EX AFP (12-12) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: OTTO BENJAMIN JFILE NO.:21 11-0649 ACN: 101 DATE: 12-24-2012
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 89,900.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 111.51 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 146,971.83
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 269, 932.81
8. Total Assets (8) 506,916.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50,082.22
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,889. 21
11. Total Deductions (11) 51,971.43
12. Net Value of Tax Return C12) 454,944.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 454,944.72
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) 00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 454. 944. 7 x 045 = 20,472.51
17. Amount of Line 14 at Sibling rate (17) On X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 00 X 15 = .00
19. Principal Tax Due (19)= 20,472.51
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
08-11-2011 CDO14834 815.00 15,485.00
02-03-2012 CDO15542 .00 1,750.00
10-05-2012 CDO16599 .00 2,422.51
10-05-2012 CDO16600 46.48- 46.48
TOTAL TAX PAYMENT 20,472.51
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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