HomeMy WebLinkAbout07-01-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Cl.~K q~
JAMES D BOGAR
BOGAR & HIPP LAW OFCS
ONE W MAIN ST
SHIREMANSTOWN PA 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
....
..~ ~~'1'tC~, ~~'" INHERITANCE TAX
Y;;- 4~' $M6,MFt, s4LLOWANCE OR DISALLOWANCE
""~`'"'~E~UCTy~~OMS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 06-23-2008
ESTATE OF ROTH FRANK H
DATE OF DEATH 07-01-1994
FILE NUMBER 21 07-0946
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Auount Re~eitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T~:
108 JUL - i PM I ~ Q5
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS t--' _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROTH FRANK H FILE N0. 21 07-0946 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C 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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 9,267.14 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
e. Total Assets (g) 9,267.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,175.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) I0. 17~.ri0
12. Net Value of Tax Return (12) 908.36-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (l4) 908.36-
NOTE: If an assesseent 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 (15) •00 X 03 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 06 _ .00
17. Amount of Line 14 at Sibling rate C17) •00 X 00 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (lg)= .0 0
TAY PDCATTC.
~` ABM NT~~
DATE REC PT
NUMBER DISCOUNT +)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L
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.)