HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
JAMES D BOGAR
BOGAR 8~ HIPP LAW OFF(
ONE WEST MAIN ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AP~~lt7\I''S'EME_NT r •,,AL40WAJJCE OR DISALLOWANCE
OF, D~DU6t•~~N~S AMA 'ASSESSMENT OF TAX
~ REV-1547 EX AFP (06-05)
DATE 06-03-2008
Z~IQQ ~~ -~j ~'~ ~~~ ~~TATE OF GROVE THELMA S
D TE OF DEATH 10-30-2007
C~~fi~ ~~~ FILE NUMBER 21 07-1012
~~~N~;'1'~' rt~'` ~~T ACNNTY lUOMBERLAND
G~"`' ~ ~ Part APPEAL DATE: 08-02-2008
SHIREMANSTOWN PA 17011
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~-- _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROVE THELMA S FILE N0. 21 07-1012 ACN 101 DATE 06-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2, 653, 689.80
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 213,593.23
8. Total Assets I8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax Payment.
2,867,283.03
APPROVED DEDUCTIONS AND EXEMPTIONS: 122,598.55
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8.8 58.94
11. Total Deductions C11) 1;1 .4F:7.49
12. Net Value of Tax Return C12) 2, 735, 825.54
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 218,613.2 3
14. Net Value of Estate Subject to Tax
c14) 2,517,212.31
NOTE: 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
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
c19)= 377,581.85
~~ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-25-2008 CD009206 / 18,849.32 358,137.12
04-03-2008 CD009499 J .00 595.41
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 377,581.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, 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.)
c15) • 00 X 00 = . 00
I16) . 00 X 045 __ . 00
cln . 00 X 12 . DO
clB) 2,517,212.31 X 15 = 377,581.85