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HomeMy WebLinkAbout10-27-14 NOTICE OF INHERITANCE TAX pennsyLvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13) PO BOX 280601 HARRISBURG PA 171241,9,40 R D IE D 0 F F I C E 0 F REGIS E VJ1 L L S DATE 10-27-2014 ESTATE OF BENDER ROBERT F ?014 00T 27 GM 12 L15 DATE OF DEATH 04-21-2014 FILE NUMBER 21 14-0598 C L E_ 12F COUNTY CUMBERLAND SEEBER EDWARD, P ACN 101 STE C400 ORPHAN,7 DIJTT APPEAL DATE: 12-26-2014 555 G E W4 i'h.'G'• -P'Ii K I E r A (See reverse side under Objections) MECHANICSBURG PA 17055-5207 Amount Remittedl MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE ­1� RETAIN LOWER PORTION FOR YOUR RECORDS 4- R--V:-1-54-7--Ei--AFP--C-0-8--i-S-)-NOTICE--O-F-INHERITANCE--TAX--APP-R-A-Ii-E-M-E;i-,--ALLOWANCE-6i--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BENDER ROBERT FF1LE NO. :21 14-0598 ACN: 101 DATE: 10-27-2014 TAX RETURN WAS: ( X) ACCEPTED AS FILED CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 00 NOTE: To ensure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 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) .0 0 6. Jointly Owned Property (Schedule F) (6) 51,636.33 7. Transfers (Schedule G) (7)- .00 8. Total Assets (8) 51 ,636.33 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 3,349.00 10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) .00 11. Total Deductions (11) 3,349.00 12. Net Value of Tax Return (12) 48,287.33 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 48,287.33 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) 24,143.67 X 00 = .00 16. Amount of Line 14 taxable at lineal rate (16) 24.14A-66 x 045 = 1,086.46 17. Amount of Line 14 at sibling rate (17) .00 x 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .00 x 15 = .00 19. Principal Tax Due (19)= 1,086.46 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 06-20-2014 CD019335 54.32 1,032.14 TOTAL TAX PAYMENT 1,086.46 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 CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.