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R EGIIs NOTICE OF INHERITANCE TAX pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES F DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (11-14)
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DATE 02-02-2015
0 P ESTATE OF BENSON JEANNE M
A.t, DATE OF DEATH 07-19-2013
C U M FILE NUMBER 21 14-0061
COUNTY CUMBERLAND
HOGG ESQ STEPHEN J ACN 101
STE 101 APPEAL DATE: 04-03-2015
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3326 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-
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REV-1547 EX AFP (11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENSON JEANNE MFILE NO. :21 14-0061 ACN: 101 DATE: 02-02-2015
TAX RETURN WAS: C 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,
S. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
.00' of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 739,646.37
6. Jointly Owned Property (Schedule F) (6) 23,815. 15
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 763,461.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 15,604.04
10. Debts./Mortgage Liabilities/Liens (Schedule 1) (10) 6,421 .48
11. Total Deductions (11) 22,025.52
12. Net Value of Tax Return (12) 741,436.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .0 0
14. Net Value of Estate Subject to Tax (14) 741,436.00
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) 741 ,436-fln x 045 = 33,364.62
17. Amount of Line 14 at sibling rate C17) On x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 33,364.62
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
09-15-2014 CDO19668 .00 25,000.00
09-15-2014 CDO19669 .00 8,364.62
09-15-2014 CDO19670 407.64- 407.64
01-26-2015 SBADJUST .00 .01
TOTAL TAX PAYMENT 33,364.62
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 DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.