HomeMy WebLinkAbout07-06-15 NOTICE OF INHERITANCE TAX V pennsyLvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCEDEPARTMENT OF REVENUE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
PIONgr'
- D,'%0FPW1C E
REV-1547 EX AFP (11-14)
HARRrMS41L ?8GF01LLS
DATE 07-06-2015
?ois JUL 6 PM 3 10 ESTATE OF BENFER RUTH A
DATE OF DEATH 01-29-2014
CLERK OF FILE NUMBER 21 14-0112
HP � OURJ
COUNTY CUMBERLAND
N ' C
RAS� , ,,STEPHEN J ACN 101
C U M afe W111 ., kik APPEAL DATE: 09-04-2015
19 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013-3326 Amount Remittedl
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 C11-14) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BENFER RUTH AFILE NO. :21 14-0112 ACN: 101 DATE: 07-06-2015
TAX RETURN WAS: ( X) ACCEPTED AS FILED C CHANGED
APPRAISED VALUE OF RETURN BASED ON- ORIGINAL RETURN
1, Real Estate (Schedule A) Cl) 129,900.00 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
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) 740.60
6. Jointly Owned Property (Schedule F) (6) 834.41
7. Transfers (Schedule G) C7) .00
S. Total Assets 131,475.01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,955.77
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 15,460.53
11. Total Deductions (11) 37,416.30
12. Net Value of Tax Return (12) 94,058.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) ,00
14. Net Value of Estate Subject to Tax (14) 94,058.71
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, IS 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) 94,01iR-71 x 045 = 4,232.64
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 4,232.64
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID
04-28-2014 CDO19073 210.53 4,000.00
02-26-2015 CD020289 .22- 22.33
TOTAL TAX PAYMENT 4,232.64
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.