HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r .~_' ~~; ~~~ ~~'~''• i NOTICE OF INHERITANCE TAX
~ n
BUREAU OF INDIVIDUAL TAXES `App~AI$EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - gF,,'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 "' "~"~ `" REV-1547 EX AFP (06-05)
HARRISBURG PA 17128-0601
Z~~Q ~~~ ~rJ ~M ~~: ~j9 DATE 07-21-2008
ESTATE OF GRAY DONALD A
~~~~ r~~- DATE OF DEATH 07-25-2007
~~"''~ ~''} FILE NUMBER 21 07-0769
OR?H~:N' ~ ':~JI.~RT
k ~r_,T ~-. ,.~, PA COUNTY CUMBERLAND
JAMES D BOGAR CUB', -- ACN 101
BOGAR & HIPP LAW OFFCS APPEAL DATE: 09-19-2008
1 W MAI N 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_ ~ ___________________
--------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FsrerF nF GRAY DONALD A FILE N0. 21 07-0769 _ACN 101 DATE 07-21-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
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
C1) 146,000.00
(2) .00
(3) .00
(4) .00
C5) 40.021.30
(6) 1,491.30
(7) .00
(e) 187,512.60
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS: 18,420.45
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,80 3.80
11. Total Deductions (11) 6.224.25_
161 , 288.35
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-sleeted 9113 Trus ts (Schedule J) C13)
. 161,288.35
14. Net Value of Estate Subject to Tax (14)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) .
=
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 161,288.35 X 045. 7,257.98
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
(19)= 7,257.98
19. Principal Tax Due
~ P MEN1 " ~
DATE CE P
NUMBER ISCO NT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
10-24-2007 CD008842 346.50 6,583.50
04-25-2008 CD009617 .00 327.98
IUTAL IAA I.RCL11
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,257.98
.00
.00
.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN #1, 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.)