HomeMy WebLinkAbout09-26-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DAVID H RADCLIFF ESQ
RADCLIFF LAW OFFICE
1011 MUMMA RD STE 201
LEMOYNE PA 17043
COMMONWEALTH OF PENNSYLVANIA
,..__ _ D,~PARTME~I,T,,OF REVENUE
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-- NOTICE-OF INHERITANCE TAX
APPRALSBMENT, ALLOWANCE OR DISALLOWANCE
b ~ DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
i'k~'..+J Ji..i' LV r4.l~i E E ~ b~E 09-22-2008
ESTATE OF BONNER JOSEPH
`~" .,, ' ~- DATE OF DEATH 01-03-2008
~f'~ '~ ~ °;T FILE NUMBER 21 08-0047
n~ ''k` ';COUNTY CUMBERLAND
~-~:
ACN 101
APPEAL DATE: 11-21-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
P
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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 BONNER JOSEPH P FILE N0. 21 08-0047 ACN 101 DATE 09-22-2008
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) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 69, 044.17
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) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,900.57
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 78,944.74
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,675 .62
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 5.675.62
12. Net Value of Tax Return C12)
73,269.12
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 73,269.12
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 (15) 73,269.12 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •DO X 04 5 = .00
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. Principal Tax Due (lg). .00
TAY !`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN fil, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)