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HomeMy WebLinkAbout11-24-14 NOTICE OF INHERITANCE TAX ._j pennsyLvarna APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES 0 DEDUCTIONS AND ASSESSMENT OF TAX ___ POHBOXTANCE TAX280601 �t �}�,D E D OFFICE O REV-1547 EX AFP (08-13) HARRISBURG PA 1716Bftl'STER OF VII`L LC 11J DATE 11-17-2014 ZU?0119 NOV 29 FM i f 1 13 ESTATE OF BENSON DONALD D DATE OF DEATH 06-15-2013 (;I_EP,� r(OP FILE NUMBER 21 13-1136 DUNLAP ORPHk` NSCHE�RYL E A COUNTY CUMBERLAND 101 967 R�PRTb.dgi RD. ,•. F"A ACN APPEAL DATE: 01-16-2015 GETTYSBURG PA 17325-8402 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS _LINE ---- �) R_ETA_IN LOWER PORTION_ FOR YOUR RECORDS REV 1547 EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF: BENSON DONALD DFILE NO. :21 13-1136 ACN: 101 DATE: 11-17-2014 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portionof this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00 6. Jointly Owned Property (Schedule F) (6) 5,189.91 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 5,189.91 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 5,500.00 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 00 11. Total Deductions (11) 5,500.00 12. Net Value of Tax Return (12) 310.09- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0 14. Net Value of Estate Subject to Tax (14) 310.09- 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 = .00 16. Amount of Line 14 taxable at lineal rate (16) - 00 x 045 = .00 17. Amount of Line 14 at sibling rate (17) _00 X 12 = .00 18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = 00 19. Principal Tax Due (19)= .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX PAYMENT .00 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. C\vv\