HomeMy WebLinkAbout01-09-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_r ,^,ND.TICE-.OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ppp~AII,S~ME.~IT.,'.ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ,0~. Il,EDUCTIpNS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 ~- - - REV-1547 EX AFP (12-08)
~~,~ DATE 01-05-2009
~'s'.;j ..-1i~ -'~ ~~ ESTATE OF BONAN JR FREDERIC P
DATE OF DEATH 02-29-2008
~;~~~~,~~~ ~,~; FILE NUMBER 21 08-0277
~~`'t',~~'~j r~~~r~~~L~-I COUNTY CUMBERLAND
LISA A DELORENZO ~~~+I- ~ -~'""`. ^°
vt , r~ ACN 101
MATEYA LAW FIRM APPEAL DATE: 03-06-2009
PO BOX 127 (See reverse side under Objections)
BOILING SPRING PA 17007 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 E-
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REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BONAN JR FREDERIC P FILE N0. 21 08-0277 ACN 101 DATE 01-05-2009
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C15)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) '
14. Net Value of Estate Subject to Tax (14) 520,499.89
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
cl) .00
c2) 507 , 026.92
c3) .00
c4) .00
c5) 13,676.78
c6) 19,086.25
~7) 21,079.93
cs)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
560,869.88
17,297.17
(9)
clo) 23,072.82
C11) 40,369.99
ci2) 520,499.89
00
.00 X
c16) 520,499.89 X
cln • 00 x
cls) .00 X
00 _ .00
045= 23,422.50
12 _ .00
15 _ .00
cl9)= 23,422.50
INA \/RGLi1J•
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-29-2008 CD009810 / 105.26 2,000.00
09-26-2008 CD010327 / .00 21,422.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 23,527.76
BALANCE OF TAX DUE 105.26CR
INTEREST AND PEN. .00
TOTAL DUE 105.26CR
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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