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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISIURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
Df;PARTMENT OF REVENUE
~or.J:bf[OF>I~HERITANCE TAX
A~PRAtSEH~NT, ~LOWANCE OR DISALLOWANCE
nF OEDt1CnONS AND ASSESSMENT OF TAX
*'
ELYSE E ROGERS
KEEFER ETAL
635 N 12TH ST
LEMOYNE
20G1 APR -9 Al111: 5BATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-1547 EX AFP (06-05)
('or E. Q!( ("e
\.h.... i ' d
ORPI-IL\\I"C;' 0r.,; IDT
C' .. '. ,,' "" U~Jl.' i I
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04-09-2007
BOVIER
04-16-2006
21 06-0359
CUMBERLAND
101
APPEAL DATE: 06-08-2007
( See ret1erse side IInder Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
LLOYD
S
STE 400
PA 17043
TO:
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOVIER LLOYD S FILE NO. 21 06-0359 ACN 101 DATE 04-09-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
881.866.04
.00
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
103.056.61
10,522.46
151,324.79
(8)
1,146,769.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage 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
(9)
ClO)
21,679.96
5.962.47
(11)
Cl2)
Cl3)
Cl4)
?7."'6?63
1 , 119,127.47
.00
1,119,127.47
NOTE:
If an assess.ent was Issued preViously, lines
reflect figures that Include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 x 00 .
1,119,127.47 x 045.
.00 x 12 ..
.00 x 15 ..
Cl9>..
.00
50,360.74
.00
.00
50,360.74
Cl5)
(16)
Cl7>
Cl8)
DATE
07-14-2006
01-10-2007
NUMBER
CD006977
CD007698
+
INTEREST/PEN PAID (-)
2,473.68
.00
AMOUNT PAID
47,000.00
887.06
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
50,360.74
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)