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.BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURQ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP~.AISEKENT,~ALLOWANCE DR DISALLOWANCE
OfuDEouCTIDNS AND ASSESSMENT OF TAX
2 QDS tli\'i 20 Pil 12; 4 3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-23-2005
BENDER
12-15-2004
21 05-0233
CUMBERLAND
101
AllOURt R..i tte<!
JACQUELIN M VERNEY
44 S HANOVER ST
CARLISLE
CI cFu C"
'....L ",!\i-
OPD;..J (~, \1'(> f"-r''q' iPT
III i ,hJ-'j V "-.l'J'-..J.l
('U~C .
v ,.,.~
PA 17013
'*
REV-1547 EX AFP (03-05)
MARY
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
nV-"MC,."ft.7nWm~"IP.l'.1Mtm.b'I!".!WftWlM!'t.m.lWJtlTftflW1'~.'lrC[WlM!'t.llW'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY E FILE NO. 21 05-0233 ACN 101
ESTATE OF BENDER
TAX RETURN WAS: (
I ACCEPTED AS FILED
( X I CHANGED
SEE
DATE 05-23-2005
ATTACHED NOTICE
I~ an assessment was issued previDuslY, lines 14, 15 and/Dr 16, 17, 18 and 19 will
r~lec1: ~igures that include the total ~ ALL returns assessed tD date.
ASSESSMENT OF TAX:
IS. ~unt of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at lineal/Class A rat. (16)
17. Amount of Lin. 14 .t Sibling r.t. (171
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
C I :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.a1 Estate (Schadule A)
2. stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. C.sh/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule SJ
8. Total Assets
(11
(21
(31
(41
(51
(61
(7)
.00
.00
.00
.00
.00
10.765.49
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/AdIr. Costs/H1sc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12 . Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1101
8,582.50
1.735
NOTE:
.00
447.54
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
T
INTEREST/PEN PAID (-I
AHOUNT PAID
DATE
NUNBER
PAYMENT MUST BE MADE BY 09-15-2005*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
crBdit to your account~
sublli t the upper portion
of this for. with your
tax pay_ni.
10,765.49
45
(11)
1121
(13)
1141
In.~17 QIi
447.54
.00
447.54
1191=
.00
20.14
.00
.00
20.14
.00
20.14
.00
20.14
IF TOTAL DUE IS LESS THAN $1, lID PAYNENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIDNS. I
REV-l.70EX(6-tIe)
'*'
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Bender, Mary E.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
2105-0233
101
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
The claim for family exemption cannot be made against non-probate assets as the
exemption comes from Chapter 31 of the Probate, Estates and Fiduciary Code.
ROW
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