HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~!~^f" ~-. T~L,GE OF INHERITANCE TAX
~,.: ,..
INHERITANCE TAX DIVISION ~ {~='-~ Y E E'NT, ALLOWANCE OR DISALLOWANCE
Po Box zao6B1 „;'~~"~~ ;+~'D JtUClTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~ .~w ~-'} v~ ~tr `'"
REV-1547 EX AFP (06-05)
2008 JUL - ( PM (1 ~~ DATE 06-23-2008
ESTATE OF BOGAR DOROTHY F
'C DATE OF DEATH 11-06-2007
Ci1..C~~ FILE NUMBER 21 07-1039
~'S ~rWnr COUNTY CUMBERLAND
JAMES D BOGAR C~~~~ ~,~ ~ ACN 101
BOGAR 8~ HIPP LAW OFCS APPEAL DATE: 08-22-2008
ONE WEST MAIN ST (See reverse side under Objections)
SHIREMANSTOWN PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOGAR DOROTHY F FILE N0. 21 07-1039 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
57,164.4 3 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 374,403.96
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 6,683.33
8. Total Assets (B) 438, 251 .72
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 22,928.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,28 9.4 5
11. Total Deductions (11) ~) ) 7.4~
12. Net Value of Tax Return (12) 407, 034.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax
(14) 407, 034.27
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflec t figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 407,034.27 X 045= 18,316.54
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (lg)= 18,316.54
TAX CREDITS•
A M N
DATE R C T
NUMBER ISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-05-2008 CD009258 909.32 17,277.01
04-17-2008 CD009582 .00 130.21
IUTAL iw~ GKEUiT 18,316.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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.)