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HomeMy WebLinkAbout03-28-08 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE 03-24-2008 ESTATE OF BOWSER MARGARET H DATE OF DEATH 12-29-2006 FILE NUMBER 21 07 - 0062 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-23-2008 ( See reverse side under Objections) Amount Remittedl ~ 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 4-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOWSER MARGARET H FILE NO. 21 07-0062 ACN 101 DATE 03-24-2008 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 '-I :~l "' - MARY L VALCIS 217 WALNUT DALE SHIPPENSBURG RD PA 17257 TAX RETURN WAS: (X) ACCEPTED AS FILED 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 REV-1547 EX AFP (06-05) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 3,064.12 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 3,064.12 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 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 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 NOTE: 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 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 02-02-2007 CD007772 2.14 (9) (10) 1,655.89 455.04 (11 ) (12) (13) (14) 2.110.93 953.19 .00 953.19 (15) (16) (17) (18) .00 X 953.19 X .00 X .00 X .00 42.89 .00 .00 42.89 00 045 = 12 15 (19)= AMOUNT PAID 145.55 TOTAL TAX CREDIT 147.69 BALANCE OF TAX DUE 104.80CR INTEREST AND PEN. .00 TOTAL DUE 104.80CR '( ( 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.) \ * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.