HomeMy WebLinkAbout05-08-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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DAVID M BOGACZYK E~S~~t,`
220 MAIN ST
BLOSSBURG PA 16912
COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
- -APPRp,~ISEMENT, ALLOWANCE OR DISALLOWANCE
- ~OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (01-09)
DATE 0'i-04-2009
ESTATE OF COLSON MYRLE H
DATE OF DEATH 07-28-2008
FILE NUMBER 2:l 08-0792
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-03-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND l:0 COURT HOUSE
CARLISLE, PA 17013
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CUT ALONG THIS LINE ---- ~ --RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP CO1-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF COLSON MYRLE H FILE N0. 21 08-0792 AI:N 101 DATE 05-04-2009
TAX RETURN WAS: (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) .OD
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .OD of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .OD tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 56,466.93
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 56,466.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,337.77
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1..795.31
11. Total Deductions (11) 6.133.08
12. Net Value of Tax Return C12) 50,333.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 50,333.85
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) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 50,333.85 X 045 = 2,265.02
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 (19)= 2,265.02
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-30-2008 CD010718 .00 2',265.02
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TOTAL TAX CREDIT 2,265.02
BALANCE OF 1"AX DUE .00
INTEREST AND PEN. .00
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TOTAL DUE .00 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)