HomeMy WebLinkAbout03-23-15 NOTICE OF INHERITANCE TAX pennsyLvarna
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX DEPARTMENTF REVENUE
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INHERITANCE TAX DIVISION ��� "�' REV-1547-1547EXXAFP (11-14)
PO BOX 280601
HARRISBURG U:l.. -av
^ic DATE 03-16-2015
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ESTATE OF PETERS JR BENJAMIN S
7�a�C ,C c3 P `,2 DATE OF DEATH 09-26-2012
J FILE NUMBER 21 12-1101
COUNTY CUMBERLAND
MOHR ESQ-`-' ` KENO_ RA A ACN 101
STEOEOVI',:' APPEAL DATE: 05-15-2015
4 0'0,!V I_N E ST (See reverse side under Objections)
MIDDLETOWN PA 17057-3565 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 E-
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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: PETERS JR BENJAMIN SFILE NO. :21 12-1101 ACN: 101 DATE: 03-16-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN NO. 01
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule B) C2) .00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest CSchedule C) (3) of this form with your
4. Mortgages/Notes Receivable CSchedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property CSchedule E) (5) 21,768.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers CSchedule G) (7) .00
B. Total Assets (8) 21 ,768.29
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 50,094.81
10. Debts/Mortgage Liabilities/Liens CSchedule I) (10) .00
11. Total Deductions (11) 50,094.81
12. Net Value of Tax Return (12) 28,326.52-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts CSchedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 466,397.63
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) 466•;97-AA X 045 = 20,987.90
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)= 20,987.90
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
12-06-2012 CDO16891 1,049.40 25,000.00
11-25-2013 REFUND .00 3,850.54-
TOTAL TAX PAYMENT 22,198.86
BALANCE OF TAX DUE 1 ,210.96CR
INTEREST AND PEN. .00
TOTAL DUE 1 ,210.96CR
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. \(�