HomeMy WebLinkAbout08-03-15 NOTICE OF INHERITANCE TAXpe1111SyLVa1118
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX Z' -__J7DEPARTMENT
INHERITANCE TAX DIVISION REV-1547 EX AFP (11-14)
PO BOX 2806f1EI(� �'?
HARRISBURG pp�� ��JJ1g (Z �_ nn E V F
REGISTF:�, OF WILLS
DATE 08-03-2015
�o1r '�� � �� OS ESTATE OF BENNER REBECCA E
J U J DATE OF DEATH 01-07-2014
FILE NUMBER 21 14-0047
CLIAr;: r COUNTY CUMBERLAND
PLA@RfHA„S' C : RICHARD L ACN 101
P6W9(Et'WRI.GHT - , , APPEAL DATE: 10-02-2015
3621 N FRONT ST (See reverse side under Objections)
HARRISBURG PA 17110-1533 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 ♦�
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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: BENNER REBECCA EFILE NO. :21 14-0047 ACN: 101 DATE: 08-03-2015
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) Cl) 155,200.00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 9,94 5.98 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.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 92,265.92
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 257,411 .90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 23,010.70
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 19,929.58
11. Total Deductions (11) 42,940.28
12. Net Value of Tax Return (12) 214,471 .62
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 214,471 .62
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) 214,471 -62, X 045 = 9,651 .22
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)= 9,651 .22
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
03-23-2015 CD020398 `,` .00 9,651.22
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-24-2015 TOTAL TAX PAYMENT 9,651 .22
\\ BALANCE OF TAX DUE .00
INTEREST AND PEN. 132.16
TOTAL DUE 132.16
IF PAID AFTER DATE INDICATED, SEE REVERSE \. IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DU%&
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. \