HomeMy WebLinkAbout05-20-14 NOTICE OF INHERITANCE TAX (3ennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU of INDIVIDUAL TAXES
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 a AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 05-19-2014
ESTATE OF BENTZ ROBERT L
DATE OF DEATH 01-22-2013
FILE NUMBER 21 13-0421
COUNTY CUMBERLAND
PECKMAN ESQ DAVID A ACN 101
29 MAINLAND RD APPEAL DATE: 07-18-2014
MAINLAND VILLAGE (See reverse side under fections)
HARLEYSVILLE PA 19438-2519 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 4—
REV-1547 EX AFP CD8-13) NOTICE 4F INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENTZ ROBERT LFILE NO. :21 13-0421 ACN: 101 DATE: 05-19-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
00 submit the upp p,fdportion
3. Closely Held Stock/PartnershiP Interest (Schedule C) (3) of th.{ 'form wA h your
4. Mortgages/Notes Receivable (Schedule D) (4) •1'° O tax PA"Aent3v m
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 10� 1,5 : C}
6. Jointly Owned Property (Schedule F) (6) '�'b 0 CJ Cj)
7. Transfers (Schedule G) f7) 266,303.4$n r— - • j CD
S. Total Assets � o �'zl'
367.:8.22733
APPROVED DEDUCTION5 AND EXEMPTIONS: v:i to CD
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 31,356a _ -r3
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.707-. p t'>
11. Total Deductions ly� 346f3rn,.05
12. Net Value of Tax Return (12) F-3334 593.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax t147 333,759.28
NOTE- If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 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 = .DO
16. Amount of Line 14 taxable at lineal rate (16) 333-7F:9-2R X 045 = 15,019.17
17. Amount of Line 14 at sibling rate (17) -DO X 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .DO
19. Principal Tax Due (19)= 15,019.17
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-12-2013 CDC17445 750.96 15,500,00
TOTAL TAX PAYMENT 16,250.96
BALANCE OF TAX DUE 1,231.79CR
INTEREST AND PEN. .00
TOTAL DUE 1,231 .79CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. �{