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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTJCE~ OF INHERITANCE TAX
APPRAISEHENT,~AlLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
(IPATE
'. '-"ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-20-2006
BENDER
06-22-2005
21 05-0623
CUMBERLAND
101
APPEAL DATE: 04-21-2006
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!-~~9~~-!~~~-~~~~------~---~~!~!~-~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIA FILE NO. 21 05-0623 ACN 101
\ -:
. i
MARIA
MICHAEL A SCHERER
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
ESQ
PA 17013
ESTATE OF
BENDER
DATE 02-20-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
75,070.00
.00
.00
.00
44,487.63
9,861.56
.00
(8)
ll)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
129,419.19
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
1l,764.02
(9)
1l0)
9.247.16
(11)
(12)
(13)
(14)
2l.011 ]8
108,408.01
.00
108,408.01
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
108,408.01 X 045 = 4,878.36
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,878.36
t"AYMt:NI n____. l+J AHOUNT PAID
DATE I NUHBER INTEREST/PEN PAID (-)
09-19-2005 " CD005811 242. II 4,600.00
PAYMENT MUST BE MADE BY 03-22-2006*. TOTAL TAX CREDIT 4,842.11
BALANCE OF TAX DUE 36.25
INTEREST AND PEN. .00
TOTAL DUE 36.25
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. /~
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 E,'< (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Bender, Maria
FILE NUMBER
Daniel Heck
ACN
2105-0623
101
REVIEWED BY
ITEM
SCHEDULE NO.
5,9,11
EXPLANATION OF CHANGES
Repairs to the real estate are only allowable when the real estate has been sold and
reported at the selling value for inheritance tax purposes.
ROW
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