HomeMy WebLinkAbout06-13-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PjP.I,LGE•O,F INHERITANCE TAX
B EAU CF INDIVIDUAL TAXES A~PgA~S~NEN7~`"ALhOWANCE OR DISALLOWANCE
I -RITANL~E TAX DIVISION ~ ,,OF~DEDUCTiONS' AND ASSESSMENT OF TAX
PO BOX 280601 `• -, , ~ ; ~ _i
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
L~~~ ~~~ ~ ~ ~~ ~~; ~~ DATE 0~6-D3-2008
ESTATE OF B~ONAWITZ ALVIN F
DATE OF DEATH 05-14-2007
C~~~~ il~ FILE NUMBER 21 07-0509
Q~~I i~'~RI'~ !4i~~J~; COUNTY CUMBERLAND
ROBERT M FREY "~~`'' ' '"~ ''''~
CL~C` ~ '~ ,,_r., F~ ACN 101
FREY >~ TILEY APPEAL DATE: 08-02-2008
5 S H A N O V E R S T ( See reverse ,side under Objections
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P.A 17013
CUT ALONG THIS LINE --~ RETAIN LOWER PORTION FOR YOUR RECCIRDS ~-- --------------
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF BONAWITZ ALVIN F FILE N0. 21 07-0509 AI~N 101 DATE 06-03-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHADIGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .DO
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. CashlBank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
cz) 19,790.00
t3) .00
c4) .00
t5) .00
t6) .00
t7) .00
C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
19,740.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return t12) 19,790.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 2,330,800.OD
NOTE: If an assessment was issued previously, l ines 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 (15) •00 X 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate t16) 1,880,800.00 X 045 = 84,635.55
17. Amount of Line 14 at Sibling rate c17) 125, 000.00 X 12 _ 15, 000.00
18. Amount of Line 14 taxable at Collateral/Class B rate t18) 325,000.00 X 15 _ 48,750.00
19. Principal Tax Due c19)= 148,385.55
rex rQ rnrrc.
PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT P~4ID
07-31-2007 CD008475 7,419.28 145,036.50
08-07-2007 CD00$513 .00 4,250.00
TOTAL TAX CREDIT 156,705.78
BALANCE OF TA,X DUE 8,320.23CR
INTEREST AND PEN. .00
TOTAL DU1= 8,320.23CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (G88~
A~ ~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
NAME
Bonawitz Alvin F.
H. McClintock
FILE NUMBER
2107-0509
101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
The supplemental return was changed to reflect only new assets being reported.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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